Infrastructure Insights Video

The Impact of Bond Yields on Infrastructure Assets

Watch Portfolio Manager, Nick Langley explain the impact that bond yield volatility has on the infrastructure asset class.

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Select Cyclical Exposure Looking More Interesting

Select Cyclical Exposure Looking More Interesting

Q1 2024 Infrastructure Income Commentary: We have been increasing our cyclical exposure through additions in U.S. rails as a restocking cycle should lift rail volumes, while adding selectively to towers and renewables on weakness we believe is transitory.

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