Section
Infrastructure
242 posts
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
June 26, 2025
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Infrastructure That Lets the Future Happen
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways As 5G matures and AI reshapes network…
June 12, 2025
How to Stay Ahead in a Shifting World: KKR’s Roadmap for the New Market Reality
In its May 2025 Insights report, titled The Art of Learning, KKR’s Global Macro & Asset Allocation team…
June 11, 2025
Infrastructure steady as equities swing
ClearBridge Investments: Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted basis, and could have room to run.
June 4, 2025
Real assets: Today’s Mag 7 diversifiers?
by Conner Jensen, Danielle Rodriguez, Russell Investments Executive summary: Real assets are comprised of two main asset classes—real…
November 7, 2024
Insight Series: Infrastructure Equities as a Core Investment
Balancing Stability, Growth, and Income in Changing Economic Environments - The infrastructure asset class includes sectors that are sensitive to both GDP (like Energy and Industries) and interest rates (such as Real Estate and Utilities)
September 26, 2024
The Fear of Running Out of Money
by Ninepoint Partners The timing of drawdowns matter to a portfolio. They matter a lot. 'Sequence of investment…
June 14, 2024
It All Rests on Infrastructure
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman We see the asset class underpinning several…
June 3, 2024
The Rise and Democratization of Private Markets: An Exploration
Private markets have historically been the playground of institutional and ultra high net worth investors. However, a quiet…
August 9, 2023
Airlines Are Bracing for Record Summer Travel. A Golden Opportunity for Investors?
by Frank Holmes, CEO, CIO, U.S. Global Investors If current forecasts are accurate, this summer could mark a…
June 6, 2023
Mass Transit Is Facing Massive Challenges
by Carl R. Tannenbaum, Chief Economist, Northern Trust Transit has not made a complete recovery from the pandemic.…
May 31, 2023
Mapping the Leading Electricity Sources in the US and Canada
In an article by Selin Oguz at Visual Capitalist, the differences in electricity generation between the United…
April 20, 2023
The Diversification Power of Real Liquid Alternatives
Listen on The Move Jeff Evans and Travis Wetsch, Portfolio Managers with TD Asset Management Inc., join…
October 25, 2022
The Climate Has Changed for Infrastructure
by Michael McCarthy, CFA , Managing Director, Neuberger Berman Following a year of starkly revealed vulnerabilities in water,…
September 13, 2022
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
September 6, 2022