Section
Infrastructure
241 posts
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…
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...
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…
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.
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…
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)
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…
It All Rests on Infrastructure
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman We see the asset class underpinning several…
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…
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…
Mass Transit Is Facing Massive Challenges
by Carl R. Tannenbaum, Chief Economist, Northern Trust Transit has not made a complete recovery from the pandemic.…
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…
The Diversification Power of Real Liquid Alternatives
Listen on The Move Jeff Evans and Travis Wetsch, Portfolio Managers with TD Asset Management Inc., join…
The Climate Has Changed for Infrastructure
by Michael McCarthy, CFA , Managing Director, Neuberger Berman Following a year of starkly revealed vulnerabilities in water,…
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
CS Zoltan Pozsar: War and Industrial Policy
by Zoltan Pozsar, Credit Suisse Copyright © Credit Suisse
