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
Infrastructure Insights
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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