Infrastructure Insights Videos

Infrastructure in a world of rising rates

So far in 2021, global bond yields are up in the U.S., Australia and Europe, begging the question of what happens to infrastructure with higher inflation. In a recent interview, Portfolio Manager Charles Hamieh discusses, why inflation risks are likely transitory and how global listed infrastructure can withstand higher inflation.

Read our Whitepaper on Inflation, Rising Rates and their impact on Infrastructure. 

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Megaprojects: A Cross-Sector Industrial Capex Cycle

An industrial capex cycle for LNG infrastructure, semiconductors, manufacturing reshoring and grid modernization remains in its early stages.

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