This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.
Aug 11, 2026
Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them.
https://www.marketwatch.com/story/roads-water-and-telecom-towers-can-beat-the-ai-hype-this-fund-manager-flags-the-infrastructure-stocks-to-buy-now-54c62a77?mod=mw_rss_topstories
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