Franklin Templeton’s Katrina Dudley said the bull case for AI-linked infrastructure spending is outweighing bear arguments. She expects the investment theme to remain durable through 2027 and potentially extend into the following year. Overall, the commentary is supportive of sustained capex momentum rather than a near-term inflection.
Franklin Templeton’s Katrina Dudley said the bull case for AI-linked infrastructure spending is outweighing bear arguments. She expects the investment theme to remain durable through 2027 and potentially extend into the following year. Overall, the commentary is supportive of sustained capex momentum rather than a near-term inflection.
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Request DemoOverall Sentiment
mildly positive
Sentiment Score
0.25
