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This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.

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

This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.

We haven't written up this one. MarketWatch has the full story — the link below goes straight to it.

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The Pulse 8/11/2026

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics.

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