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 Insights
Infrastructure in the Rapidly Changing Policy Landscape
Accelerating policy-driven investment and AI-driven data centre growth are unlocking a multi-decade growth opportunity for listed utilities globally.
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