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.

 

 

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Megaprojects: A Cross-Sector Industrial Capex Cycle

Megaprojects: A Cross-Sector Industrial Capex Cycle

An industrial capex cycle for LNG infrastructure, semiconductors, manufacturing reshoring and grid modernization remains in its early stages.

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