The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing.
Brock Campbell, BNY Mellon’s Global Infrastructure Income exchange-traded fund manager, said some investors mistakenly believe the artificial-intelligence play has peaked. He flags what’s been overloo
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# Summary Brock Campbell, manager of BNY Mellon's Global Infrastructure Income ETF, argues that the AI-infrastructure investment opportunity remains undervalued despite recent market enthusiasm, positioning his fund to capitalize on continued growth in this sector. Campbell contends that investors incorrectly assume the AI trade has peaked, suggesting there are still overlooked opportunities in infrastructure companies supporting artificial intelligence development.
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