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.
