Enduring Assets

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Equity Energy Utilities Enduring Assets Macro and market Telecom Fundamental equity Global Industry Research Distribution Article
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What’s next for infrastructure? 

Portfolio Manager Tom Levering and Global Industry Analyst Tim Casaletto explore the outlook for infrastructure assets in 2023 across each of the key areas.

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Tom Levering

Tim Casaletto

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Article
2023-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
transformative energy infrastructure
Europe Energy Carbon emissions Enduring Assets Macro and market Utilities Equity Distribution Article
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Transformative times for European energy infrastructure

Europe’s current energy supply crisis creates a significant tailwind for the European utility sector, but where are the investment opportunities?

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By

Tom Levering

Tim Casaletto

event
Article
2023-10-31
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