Infrastructure Insights Video

Infrastructure Opportunities Amid Uncertainty

Watch Portfolio Manager, Nick Langley discuss the drivers of recent listed infrastructure performance with Head of Infrastructure Business Development, Matt Bushby. 

Nick explains how the inflation pass through some infrastructure companies has resulted in an uptick of their earnings and outlines how stabilising real yields and strong company fundamentals are generally improving the outlook for the infrastructure asset class.

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Global Infrastructure Income Strategy Commentary July

Global Infrastructure Income Strategy Commentary July

Renewables was the standout sector in the month in our universe, driven by increased policy certainty as well as continued demand from hyperscalers for clean power to support the rapid growth of data centres.

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