Putting Steel in the Ground


Authored by: Brock A. Campbell, CFA, James A. Lydotes, CFA & William J. Adams

U.S. infrastructure is overdue for an upgrade. The intersection of long-term themes with cyclical and structural tailwinds creates an opportunity available once in a generation. Portfolio Managers Brock Campbell and James Lydotes, as well as Senior Portfolio Strategist William Adams, unpack the investment implications.