Infrastructure Insights
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Public Policy Among Many Tailwinds for Infrastructure
Portfolio Manager Nick Langley explains how many factors - from a high-growth, low-inflation, low bond yield environment to climate change initiatives, electric vehicle adoption and grid resilience - are lining up as tailwinds for infrastructure portfolios.
Nick Langley
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Infrastructure Outlook: AI, Decarbonisation and Policy Tailwinds in 2026
Structural tailwinds like decarbonisation, network upgrades and climate-proofing, along with AI’s need for power, are fuelling long-term capital expenditure cycles for infrastructure.
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