Infrastructure Insights
Videos
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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Global Infrastructure Income Strategy Commentary Q3 2026
Utilities Look Attractive as Rates Rise
Regulated rate-base growth, electrification, grid investment and data center demand support infrastructure, with inflation-linked tariffs and contractual escalators helping preserve real asset values over time.