On this week's episode of The Lebenthal Report, Michael and Dominick are joined by Brock Campbell, Head of Global Research and Portfolio Manager at Newton Investments, a division of BNY Mellon. Together they discuss data impacting clients, market trends, energy sector investments, and infrastructure development. They delve into the growth in electricity demand due to AI, trends in fracking and oil industries, and the changing consumer landscape's impact on supply chains. The team also evaluates deglobalization effects, companies benefiting from consumer behavior changes, small modular nuclear reactors, and government policies on energy industries. Don't miss this episode for expert insights to stay ahead in a rapidly changing world.
The Lebenthal Report Episode #109: Infrastructure and Real Estate Investment Update
On this week’s episode of The Lebenthal Report, Michael and Dominick dive into the world of infrastructure and real estate investments, and explore the valuable insights of seasoned expert, Daniel Foley. Daniel is an Associate Portfolio Manager of CBRE Investment Management. As a member of CBRE Clarion Securities’ Global Infrastructure research team, he is responsible for evaluating listed infrastructure companies in the communications and utilities sectors globally. He has been an active member of the firm’s Global Infrastructure research team since its inception and is a Portfolio Manager of the MainStay CBRE Global Infrastructure Fund. Whether you're an experienced investor or just getting started, you won't want to miss this informative and engaging discussion. Now Available on VoiceAmerica, Youtube, Apple Podcasts and Spotify.