Infrastructure Insights Videos

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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Infrastructure Insights
Why Infrastructure Holds up Amid Middle East Inflation Pressures

Why Infrastructure Holds up Amid Middle East Inflation Pressures

Utilities in North America and Europe, pipelines and toll roads are positioned to withstand and grow through commodity-driven shocks such as the current Middle East conflict is creating.

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