Infrastructure Insights Video

Unlock the Potential of Infrastructure Through Active Management

Portfolio Manager, Nick Langley highlights how significant trends such as the energy transition, reshoring of supply chains and governments spending to improve the efficiency of economies will create winners and losers in the infrastructure space, underlining the need for active management.

Related Perspectives

Infrastructure Insights Portfolio Insights
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.

Read full article