Infrastructure Insights Video

Nick Langley on AssetTV Infrastructure Masterclass

Portfolio Manager Nick Langley joins an AssetTV Masterclass panel to discuss how infrastructure investments fit in a portfolio, the opportunity for infrastructure given increased policy focus on climate change and whether inflation will be an important factor in infrastructure returns in an economic recovery.

 

 

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Global Infrastructure Value Strategy December Commentary

Global Infrastructure Value Strategy December Commentary

We expect robust global growth in 2025, in particular in the U.S., with moderating inflation through the first part of the year.

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