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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Infrastructure Insights
Inflation and Higher Rates: What They Mean for Infrastructure

Inflation and Higher Rates: What They Mean for Infrastructure

Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.

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