Infrastructure Insights Video

Public Policy Among Many Tailwinds for Infrastructure

Portfolio Manager Nick Langley explains how many factors - from a high-growth, low-inflation, low bond yield environment to climate change initiatives, electric vehicle adoption and grid resilience - are lining up as tailwinds for infrastructure portfolios. 

 

 

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Infrastructure Outlook: Bridging the Valuation Gap

Infrastructure Outlook: Bridging the Valuation Gap

Opportunities continue to be widespread across the infrastructure landscape, with strong fundamentals and the market still massively underestimating the growth in electricity demand driven by AI and data growth.

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