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
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Megaprojects: A Cross-Sector Industrial Capex Cycle
An industrial capex cycle for LNG infrastructure, semiconductors, manufacturing reshoring and grid modernization remains in its early stages.
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