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

MarketWatch

BusinessMarketWatch·Aug 11, 2026·1 min read

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

Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them.

View original source — MarketWatch ↗

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