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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Broadening Market Lifts Infrastructure

Broadening Market Lifts Infrastructure

Q3 2024 Global Infrastructure Value Strategy Commentary: The defensive and income-producing qualities of infrastructure should continue to become more apparent and reflected in market pricing.

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