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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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Investing Through Disruption Across Infrastructure & Improving Companies
In an increasingly disruptive environment shaped by AI, energy transition, and geopolitical shifts, we highlight two distinct approaches: investing in essential assets with stable and predictable cash flows, and in companies undergoing fundamental improvement as they adapt to structural change.
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