Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them.
Source: [MarketWatch](https://www.marketwatch.com/story/roads-water-and-telecom-towers-can-beat-the-ai-hype-this-fund-manager-flags-the-infrastructure-stocks-to-buy-now-54c62a77?mod=mw_rss_topstories)