Infrastructure is at the centre of several well recognised and long term thematics, including COVID recovery stimulus programmes, net-zero and the path to decarbonisation, transport efficiency and digital connectivity. In this video Portfolio Manager, Nick Langley explains the impact of Public Policy globally and how investors can benefit from these opportunities and mega-trends.
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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