We expect investors will embrace cheaper areas of the market like value, small and mid caps as earnings delivery broadens.
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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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Listen to our latest PodcastWe expect investors will embrace cheaper areas of the market like value, small and mid caps as earnings delivery broadens.
We believe the defensive characteristics of infrastructure will remain valuable in what we expect to be a more volatile market in the near-term.
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More...Strong economic data saw the case for a slower easing .cycle from the Federal Reserve than had been expected
More...Global markets finished the year mixed in the fourth quarter, following the U.S. presidential election and a third interest rate cut for the year
More...While Donald Trump’s presidential victory has dominated global headlines, a number of key election results outside the U.S. could have significant impacts on international markets going forward.
More...CIO, Scott Glasser explains why he expects U.S. returns to be more subdued but positive in the year ahead given ample liquidity, healthy corporate profits and animal spirits buoyed by expectations of a pro-growth, deregulatory agenda.
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