Bloomberg Surveillance · Wednesday, July 8, 2026
An expert from Brown Gibbons and Lang highlights a significant inflow of capital into US infrastructure, particularly from nations and sovereign wealth funds. This trend is driven by infrastructure's perceived stability and consistent returns compared to more volatile tech investments.
“And so why is that, Well, infrastructure is a is a much more steady downside protected limit upside type growth investment opportunity. And in a market of volatility where frankly a lot of capital has gone into tech and you've seen this volatility, capital is getting a little bit more conservative and looking for consistency.”
“And so when we think about power, and we think about waste, and we think about water all these natural resources, capital is going that way and it's much more consistent than it's got a much in my view, a better risk reward. Calculus than some of these AI trades that we're talking about.”