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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 Market Outlook Videos
Infrastructure Outlook: AI, Decarbonisation and Policy Tailwinds in 2026

Infrastructure Outlook: AI, Decarbonisation and Policy Tailwinds in 2026

Structural tailwinds like decarbonisation, network upgrades and climate-proofing, along with AI’s need for power, are fuelling long-term capital expenditure cycles for infrastructure.

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