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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AOR Update: Wage Moderation Allows Fed Patience

AOR Update: Wage Moderation Allows Fed Patience

Slowing wage growth has improved the Wage Growth indicator to yellow and should allay fears of an inflation spike that could lead to further monetary tightening.

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