Section
Infrastructure
251 posts
Power and AI Boost Infrastructure Investments
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
Alternative Allocations: Infrastructure investing—growth, income and inflation protection in one asset class with guest Michael Bell, Meketa Capital
Michael Bell of Meketa Capital joins the Alternative Allocations podcast to explore why infrastructure investing is shifting from an institutional-only play to a foundational piece of the modern portfolio and what that means for today's market participants.
Geopolitics reshapes the role of infrastructure investments
by Michael I. Steingold, CFA, Director, Senior Portfolio Manager, Real Assets, Russell Investments Key takeaways Geopolitics is redirecting capital toward stable…
Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era
Listen on The Move If energy is destiny and stockpiles signal intent, then this episode may completely…
Hard Assets in a Fractured World: UBS’s 2026 Infrastructure Outlook Cuts Through the Noise
Let’s face it—most market outlooks are a snooze-fest. Charts, buzzwords, rinse, repeat. But UBS Asset Management’s latest Infrastructure…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Strengthening the Core: Why Low-Cost ETFs Are Just the Beginning
With ETF flows hitting record highs and Canadian investors navigating a more transparent CRM3 reporting era, BMO Global…
AI Infrastructure: The Backbone of the Next Tech Wave
by Jina Yoon, Chief Alternative Investment Strategist, LPL Research Reflecting back on 2025, a day has not gone…
Will Power Limit U.S. Growth?
by Ryan Boyle, Senior Economist, Northern Trust | Surging demand is pushing up electricity prices.
Investing at the intersection: Infrastructure + AI
by Blackrock Fundamental Equities Infrastructure investing, once considered a niche play, is now at the center of the…
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…
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…
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)