Tag Archives: infrastructure
Powering the Future amid the AI Surge
Reports indicate that AI is a major force driving markets, with nearly 50% of S&P 500® earnings estimated to be directly or indirectly linked to AI.1 The narrative surrounding AI earnings and spending is largely focused on the infrastructure development necessary to support the anticipated productivity boom, particularly in data centers and the power infrastructure….
- Categories Thematics
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Seeing Green: The Next Infrastructure Wave
Investment in infrastructure has long been a cornerstone of economic development. It has also been an interesting choice for investors, historically offering stable, predictable cash flows through long-term, inflation-linked contracts, as well as essential services that maintain demand even during economic downturns. At the Crossroads of Multiple Driving Forces In the wake of aging assets…
- Categories Thematics
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Measuring the Global Water Opportunity Set
Look inside the S&P Global Water Index and how it tracks the companies helping the world meet demand for this vital resource.
- Categories Sustainability, Thematics
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