Infrastructure Insights Videos

What is Driving Infrastructure Weakness and Where to From Here?

A complex economic environment, including persistent inflation and a sharp rise in interest rates has dampened sentiment and challenged the market outlook for infrastructure.

Listen to Portfolio Manager Charles Hamieh discuss what’s driving infrastructure weakness and where to from here?

Charles Hamieh
Charles Hamieh
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Inflation and Higher Rates: What They Mean for Infrastructure

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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