Infrastructure Insights Videos

Unlock the Potential of Infrastructure Through Active Management

Portfolio Manager, Nick Langley highlights how significant trends such as the energy transition, reshoring of supply chains and governments spending to improve the efficiency of economies will create winners and losers in the infrastructure space, underlining the need for active management.

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Australian Equity Insights Videos
Australian Equities Midyear Outlook: Turning Market Overreaction into Opportunity

Australian Equities Midyear Outlook: Turning Market Overreaction into Opportunity

Reflections on a strong year of active returns, a forward look to AU reporting season and to where market dislocations, resilient earnings and attractive valuations are creating opportunities.

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