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Roads, water and telecom towers can beat the AI hype. This fund manager flags the infrastructure stocks to buy now.

Roads, water and telecom towers can beat the AI hype. This fund manager flags the infrastructure stocks to buy now.
MarketWatch Tuesday 11 August 2026, 11:18 UTC By Barbara Kollmeyer 1 min read
Key Points

Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them.

Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them.
AI (ORG) Lazard (ORG) Bertrand Cliquet (PERSON)
Originally published by MarketWatch Read original →

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