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
Related Perspectives
Infrastructure Insights
Market Outlook
Videos
Infrastructure Outlook: AI, Decarbonisation and Policy Tailwinds in 2026
Structural tailwinds like decarbonisation, network upgrades and climate-proofing, along with AI’s need for power, are fuelling long-term capital expenditure cycles for infrastructure.
Read full article