What is the case for investing in energy infrastructure?
The energy market is incredibly complex. Considerations include the mix of energy sources, intricate supply chains, geopolitical factors, regulatory frameworks, and technological advancements.
In our latest video, portfolio manager and senior research analyst Rodney Clayton addresses these considerations and dives into three key trends we are seeing in the energy infrastructure market:
- Underinvestment in energy infrastructure
- Energy companies returning more cash to shareholders
- The renewable energy transition
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