This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.
Reported by MarketWatch · marketwatch.com · August 11, 2026
Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them.
What the tape says
What to watch: LAZ (LAZ) is involved in M&A activity — deal terms and financing structure matter more than the headline here.
Market reaction today: $LAZ -0.18%
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