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:
Infrastructure Positive but Trails in Risk-On Quarter
Listed infrastructure made positive gains, led by user-pays assets such as airports and rail in a risk-on environment of easing geopolitical tensions.