Guidance from U.S. infrastructure companies continues to point to late 2023 for when the benefits from the IIJA, IRA, and CHIPS Act are likely to begin in earnest. Similarly, construction spending on manufacturing has accelerated since passage of the IRA and CHIPS Act in August 2022. Due in part to these bills, 2023 is likely to represent another record year for manufacturing construction.
Please join us to discuss key trends, insights, and potential investment opportunities in the U.S. Infrastructure Development theme.