Changing of the Guard


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

The scope of the global infrastructure opportunity is so significant that it will meaningfully change the investment landscape, favoring listed equities over private investment and the build out of infrastructure over maintaining it. Portfolio Managers Brock Campbell and James Lydotes, as well as Senior Portfolio Strategist William Adams, outline the case for listed equities.