american infrastructure

Latest news and analysis on american infrastructure

Equities

When the AI music stops, what's the playbook?

“…as long as the music is playing, you’ve got to get up and dance. We’re still dancing.” Chuck Prince, former Citigroup CEO, eve of GFC.
Alastair MacLeod
Elston Asset Management
Equities

Transcontinental merger unleashing the power of US Rail

By Portfolio Manager, Kevin Bertoli.
PM Capital
PM Capital
Equities

What we learned from our recent trip to America (Part 2)

In Part 2 of this series, we discuss how the economic and political situation is filtering through to companies.
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Sarah Shaw
4D Infrastructure
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