Investing in a power- hungry economy

This report examines the U.S. economy's resilience amid restrictive monetary policies and explores key structural trends shaping investment opportunities.

Key Insights:

• Economic Resilience: U.S. industrial production spiked in December 2024, defying expectations despite sticky inflation and higher interest rates.
• Structural Opportunities: Rising global energy demand, driven by AI advancements, electrification, and manufacturing shifts, presents a generational investment opportunity.
• Portfolio Implications: Listed infrastructure assets are highlighted for their inflation-hedging properties and diversification potential.

Discover actionable strategies and investment insights in the full report.