Infrastructure Insights Videos

Opportunities and Mega-Trends for Infrastructure

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.

 

 

Nick Langley
Nick Langley
Matt Bushby
Matt Bushby
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Inflation and Higher Rates: What They Mean for Infrastructure

Inflation and Higher Rates: What They Mean for Infrastructure

Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.

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