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MarketWatch

The AI infrastructure trade is still not over, says this top-performing fund manager. Where he’s investing.

Wednesday, September 23, 2026


Brock Campbell, manager of the BNY Mellon Global Infrastructure Income exchange-traded fund, stated that the artificial intelligence infrastructure sector continues to offer investment opportunities. Campbell said some investors believe the sector has peaked in valuation and growth potential. He identified overlooked areas within the sector but the article does not specify which investments or subsectors he recommended.

Original reporting: https://www.marketwatch.com/story/the-ai-infrastructure-trade-is-still-not-over-says-this-top-performing-fund-manager-where-hes-investing-8c61f6da?mod=mw_rss_topstories

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