Markets
The opportunity in Global Listed Infrastructure: 'Hidden in plain sight'
Key takeaways:The AI-driven race to buildout compute capacity has lead to a surge in capex and infrastructure is the hidden winnerUtilities in particular are core beneficiaries of the current capex super‑cycleHistory suggests infrastructure delivers outsized returns in capex cycles.
Markets
Global Outlook
Salt Global
Markets
Global Markets Overview: Trends and Insights
A review of key global market trends in equities, bonds, and commodities.