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?

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Global Infrastructure Value Strategy Commentary Q3 2026

Global Infrastructure Value Strategy Commentary Q3 2026

Establishing Conditions for Stronger Future Earnings
Utilities generally recover prudently incurred costs such as higher interest rates as regulators recalibrate allowed returns to reflect prevailing financing conditions.

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