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.
Nick Langley
Related Perspectives
Infrastructure Insights
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Global Infrastructure Income Strategy Commentary Q3 2026
Utilities Look Attractive as Rates Rise
Regulated rate-base growth, electrification, grid investment and data center demand support infrastructure, with inflation-linked tariffs and contractual escalators helping preserve real asset values over time.