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Infrastructure Insights Market Outlook 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. 

 

 

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Structural Tailwinds Make Utilities High Income and High Growth

Structural Tailwinds Make Utilities High Income and High Growth

Q2 2024 Infrastructure Income Strategy Commentary: Growing power demand from AI data centres is a positive for both utilities and energy infrastructure.

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