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Nick Langley

Nick Langley results

Infrastructure in 2022: Defensive Growth, or Just Defense?

The surprises over the last 12 months should give some indication of the significant uncertainty facing investors in 2022, with forecasts for global GDP growth and inflation having a high chance of coming in well above or below consensus. Market expectations for 2022 have moved significantly in recent months, on the whole pointing to a…

Nick Langley | 3rd Feb 2022 | More
Late cycle strategy: income from infrastructure

The US Federal Reserve’s latest 25 basis points rate reduction in mid-September is seen by many market observers as another signal that world markets are in, or are fast approaching, a late cycle.

Nick Langley | 8th Oct 2019 | More
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