THIS FUND MANAGER TUNES OUT AI HYPE TO FLAG THE INFRASTRUCTURE STOCKS TO BUY NOW. THINK ROADS, WATER AND TELECOM TOWERS.
ROADS, WATER AND TELECOM TOWERS CAN BEAT THE AI HYPE. THIS FUND MANAGER FLAGS THE INFRASTRUCTURE STOCKS TO BUY NOW.Current: THIS FUND MANAGER TUNES OUT AI HYPE TO FLAG THE INFRASTRUCTURE STOCKS TO BUY NOW. THINK ROADS, WATER AND TELECOM TOWERS.
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| Source | Latest linked headline | Age |
|---|---|---|
| MarketWatch.com - Top Stories | THIS FUND MANAGER TUNES OUT AI HYPE TO FLAG THE INFRASTRUCTURE STOCKS TO BUY NOW. THINK ROADS, WATER AND TELECOM TOWERS. | 59 mins ago |
WHAT HAPPENED
Lazard portfolio manager Bertrand Cliquet said on MarketWatch.com – Top Stories that infrastructure stocks, such as those involved in roads, water and telecom towers, are currently worth more than the hype that surrounds AI companies. The comment was made in a recent interview with MarketWatch.
Cliquet noted that while AI firms receive a lot of media attention and inflated valuations, the steady cash flows and essential services of infrastructure firms offer more attractive value. He specifically highlighted roads, water infrastructure and telecom towers as attractive investment targets. He implied that investors should consider buying into these sectors now rather than chasing high‑growth tech.
Infrastructure investments provide stable, long‑term returns and are often overlooked amid the speculative fervor of high‑growth tech. Cliquet’s comparison to AI hype underscores a shift toward more reliable sectors in portfolio allocation.
- Lazard’s Bertrand Cliquet views infrastructure as undervalued relative to AI hype
- Infrastructure sectors highlighted: roads, water, telecom towers
- The focus is on stable cash flows versus speculative tech valuations
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