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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Megaprojects: A Cross-Sector Industrial Capex Cycle

Megaprojects: A Cross-Sector Industrial Capex Cycle

An industrial capex cycle for LNG infrastructure, semiconductors, manufacturing reshoring and grid modernization remains in its early stages.

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