Section
Infrastructure
263 posts
Four Stocks, One Yield, and the October 15 Reload
Twenty strategists on the U.S. equity market, and the two lines that decide the fourth quarter
AI at the Wheel: Portfolio Construction in a Capital Investment Boom
J.P. Morgan Asset Management's Strategic Investment Advisory Group confronts the defining challenge of the current cycle: how to capture AI's upside without being consumed by its risks.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Global Equity Pulse: Industrials for Diversification: A Recovery Story
In this month’s Global Equity Pulse, Templeton Global Investments believes industrials may be poised for a cyclical recovery. Improving economic trends and long-term structural drivers are creating opportunities across select areas of the sector.
The 100-Year Portfolio: State of Mind vs. Allocation?
In a research paper published in August 2026, Inigo Fraser Jenkins of AllianceBernstein makes a provocative argument: the…
The Second Space Age: Capital, Competition, and the Orbital Frontier
The Goldman Sachs Global Institute has published what amounts to a landmark orientation document for anyone thinking seriously…
Between Pollyanna and Cassandra: What the Energy Transition Actually Looks Like in 2026
A detailed review of Michael Cembalest's (JP Morgan) midyear energy update and what it means for advisors and investors navigating the transition in real time.
Beyond Silicon Valley: Where AI Value Is Really Created
by Divya Mathur, Managing Director, Portfolio Manager, Emerging Markets, Franklin Templeton Key Takeaways We believe the AI opportunity…
Private Infrastructure: The Asset Class That Powers the New Economy
The world has been rewired. The infrastructure required to support it has not yet caught up. That gap…
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Listen on The Move For 20 years, Canadian investors collected three free gifts they never paid for…
From Energy to Metals: The Commodity Case Is Broadening
A Goldman Sachs research report published June 28, 2026, makes the case that the commodity diversification argument has not weakened following the Iran conflict resolution — it has evolved.
Why 0% in Bitcoin & Blockchain is Actually a Riskier Bet Than 1%
Listen on The Move Bitcoin is down 50% from its highs — but Bitwise CIO Matt Hougan…
The Infrastructure Moment: Why Private Capital Is Building the Next Economy
Ares Management's comprehensive guide makes the case that private infrastructure has evolved far beyond highways and power lines — and that the investment opportunity may be as large as anything in private markets today.
The Bill You Didn't Know You Were Running
AI's Energy Footprint Is Larger, Dirtier, and Less Transparent Than Anyone Is Telling You
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.