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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Structural Tailwinds Make Utilities High Income and High Growth

Structural Tailwinds Make Utilities High Income and High Growth

Q2 2024 Infrastructure Income Commentary: Growing power demand from AI data centres is a positive for both utilities and energy infrastructure.

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