Infrastructure Insights Video

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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Infrastructure Poised to Mostly Weather Tariff Storm

Infrastructure Poised to Mostly Weather Tariff Storm

A new regime of tariffs will likely create the need for more infrastructure to support reshoring, while utilities' lack of exposure to international trade may bolster their defensiveness.

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