Infrastructure Insights Video

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. 

 

 

Related Perspectives

Infrastructure Insights Portfolio Insights
Global Infrastructure Income Strategy May Commentary

Global Infrastructure Income Strategy May Commentary

Tariffs are unlikely to have a meaningful impact on utility earnings given they service domestic catchments with electricity, gas and water, and are not directly exposed to international trade.

Read full article