Saturday, 14 November 2026
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Briefing desk at Markets Brief (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).
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.