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

 

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An industrial capex cycle for LNG infrastructure, semiconductors, manufacturing reshoring and grid modernization remains in its early stages.

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