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
Webinars
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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