No BS Just Facts logo
No BS Just Facts
It might be boring, but it's just the facts.

← All stories · business

MarketWatch

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

Tuesday, August 11, 2026


Bertrand Cliquet, a portfolio manager at Lazard, stated that infrastructure companies including roads, water systems, and telecom towers are undervalued relative to companies focused on artificial intelligence. Cliquet identified infrastructure stocks as investment opportunities in the current market environment.

Original reporting: https://www.marketwatch.com/story/roads-water-and-telecom-towers-can-beat-the-ai-hype-this-fund-manager-flags-the-infrastructure-stocks-to-buy-now-54c62a77?mod=mw_rss_topstories

Next story

Colombia Quake Levels Buildings, Sparks Survivor Search