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Fund manager spotlights infrastructure stocks beyond AI hype
Lazard portfolio manager Bertrand Cliquet argues some infrastructure assets can trade at values that ignore AI driven enthusiasm.
MarketWatch reports Lazard portfolio manager Bertrand Cliquet is pushing back against AI hype when evaluating infrastructure stocks, saying the sector can offer opportunities that are not tied to artificial intelligence narratives.
Cliquet pointed to infrastructure building blocks such as roads, water systems, and telecom towers as areas where investors may find value, according to the report.
The emphasis is on separating traditional infrastructure fundamentals from the broader technology enthusiasm that can sometimes shape how parts of the market are priced.