Skip to main content
- Funds
- Insights
- Capabilities
- About Us
- My Account
US utilities: What data center politics could mean for investors
Rising US data center electricity demand is fueling new opportunities for utilities as well as political pushback in this US midterm election season. Learn how regulation, affordability, and grid pressures could potentially affect investors.
A generational opportunity in publicly listed infrastructure?
What makes the current outlook for publicly listed infrastructure so compelling? For Portfolio Manager Tom Levering and Investment Director Joy Perry, the answer lies in strong demand dynamics, healthy return potential, attractive valuations — and burgeoning support from private capital.
Growth vs stability: do infrastructure investors really have to pick a side?
There’s a buzz around infrastructure at the moment. But do listed infrastructure investors really have to invest in cyclical businesses in order to benefit from structural tailwinds? Tom Levering and Joy Perry explore another way.
Power play: Building the case for infrastructure in 2025
The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?
URL References
Related Insights