Inflation and Higher Rates: What They Mean for Infrastructure

Published on April 10, 2026

Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.

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Differentiating Between Fundamentals and Investor Sentiment

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The famed economist John Maynard Keynes said almost a century ago that “markets can remain irrational longer than you can remain solvent.” He was referring to the unpredictable nature of investor sentiment: an amorphous, hard-to-define concept that nonetheless plays a major role across various asset classes.

U.S. Employment Volatility Masks Structural Shift

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