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Secular themes will continue to provide tailwinds for the asset class, but investors will need to be thoughtful about their investment process, and avoid herd mentality especially within ‘hot’ businesses.

For a nuclear renaissance to materialize, it must be worthwhile for all stakeholders across the value chain. This means a new ecosystem will need to be scaled up from scratch, from upstream nuclear fuel, to downstream waste, and all the engineering, manufacturing and maintenance in between.

The fundamentals of infrastructure remain very strong, especially given the current difficult macroeconomic and political environment.