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.
Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI, the energy transition and geopolitical tensions.
Read full article