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
Related Perspectives
Webinar: Powering the Capex Super Cycle: Infrastructure in a New Growth Regime
AI-driven power demand, electrification and energy independence are reshaping the infrastructure opportunity. In this webinar, we examine growth & opportunities driven by the capex super-cycle, and the companies that enable digital expansion, support energy reliability and strengthen the essential assets that economies rely on.
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