Dossier
Bertrand Cliquet
Coverage of Bertrand Cliquet in the Nexus archive.
- Roads, water and telecom towers can beat the AI hype. This fund manager flags the infrastructure stocks to buy now.
Bertrand Cliquet, a portfolio manager at Lazard, suggests that infrastructure companies are an attractive investment opportunity. He noted that physical assets such as roads, water, and telecom towers may hold greater value than the recent focus on artificial intelligence.