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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.

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

Published August 11, 2026 · Category: Finance

Overview

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

Source

Originally published at www.marketwatch.com.

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