This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.
Fed-and-SEC desk, TradeNews USA (2026-08-11): This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers. Lazard portfolio manager Bertrand… Primary source: original at MarketWatch (marketwatch.com).
· MarketWatch
This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.
Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them.