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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Infrastructure Outpaces Equities in Market Rotation

Infrastructure Outpaces Equities in Market Rotation

Q3 2024 Infrastructure Income Strategy Commentary: A market rotation to a mixture of defensive, commodity- and rate-sensitive securities benefited listed infrastructure.

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