Infrastructure Insights
Webinars
Webinar: Valuations, Volatility and Opportunity in 2026
After a solid year for listed infrastructure, investors are asking a critical question: where do valuations sit today and what comes next?
In this session, Portfolio Manager, Charles Hamieh and Client Portfolio Manager, Nathan Ahboo, hosted by Jenny Pang, Sales Director at Franklin Templeton, discuss the key drivers shaping infrastructure markets and where they see the most compelling opportunities emerging in 2026.
Key Topics Include:
- Where infrastructure valuations stand after a strong 2025
- Our highest conviction sectors and stocks
- How macro conditions are translating into opportunities and risks across the infrastructure asset class
Charles Hamieh
Related Perspectives
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Lower Bond Yields to Add Tailwind for Infrastructure
Q4 2025 Global Infrastructure Income Strategy Commentary
We expect a continued constructive policy environment in conjunction with further AI-related capacity additions to continue to support infrastructure investments.