2023 Infrastructure Outlook: Climate, Macro Drivers Create Tailwinds

Secular growth drivers for infrastructure should be on full display in 2023, as the dire need for infrastructure spending underpins growth for the next decade, and the first steps for meeting long-term climate and electrification goals are being taken now.


Anatomy of a Recession

Recessions historically coincide with market downturns. Stay informed on the likelihood of a US recession with the Vert and Akirov Recession Risk Dashboard and Anatomy of a Recession program updated monthly.

U.S. Equity Outlook: Patiently Waiting for a Durable Bottom

We see 2023 shaping up to be a tale of two halves. Heading into the new year, we continue to favour value stocks with defensive characteristics. However, as market participants become convinced the bear market is over, leadership should rotate toward small cap and more aggressive, higher risk stocks.

Our Investment Strategies

Our strategies harness an active, bottom-up approach to stock selection that combines the market knowledge of long-tenured portfolio managers with the original research of a specialised group of analysts. 

Global Listed Infrastructure

Our specialist infrastructure investment team focus on global listed infrastructure securities and manage four distinct strategies, each designed specifically to meet individual investor outcomes.

Equity Capabilities

We provide Israeli institutional investors with access to a range of offshore equity strategies focused on the following three primary client objectives: high active share, income solutions and low volatility. 

Infrastructure Funds and Investment Products

For investors in Israel, we are the investment manager for a range of global listed infrastructure funds and investment products, each with different characteristics to suit individual investor needs.

Responsible Investing

Our approach to responsible investing

At Vert and Akirov Investments, ESG is not merely a screen or an overlay; it is part of how we conduct fundamental research and it defines how we think about all companies considered for investment in all client portfolios.

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