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Demographic divergence – a mega force that most investors don’t think about from a capital spending perspective – shapes infrastructure needs across economies.
Digital disruption and AI are already creating a massive and immediate need for power and data center infrastructure.
We stay overweight the AI theme, including beneficiaries of the infrastructure boom on a tactical horizon of 6-12 months.
Transcript
Major infrastructure needs sit at the intersection of mega forces - the structural shifts driving returns now and in the future....