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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High-Growth Utilities Bolster Defensive Tilt

High-Growth Utilities Bolster Defensive Tilt

Q4 2024 Global Income Infrastructure Strategy Commentary: We are tilted somewhat defensively toward utilities, though not purely for reasons of defense.

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