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 Equity Insights
Infrastructure Insights
Navigating Disruption via Infrastructure and Value
Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI, the energy transition and geopolitical tensions.
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