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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Global Infrastructure Value Strategy Commentary Q2 2026

Global Infrastructure Value Strategy Commentary Q2 2026

Freight and Travel Rebound Lifts User-Pays Assets
Airports and toll roads rose as easing tensions laid the groundwork for an increase in global travel, while a freight recovery helped rail.

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