Sep 23, 2026, 11:40 AMFunds and ETFs
BNY Mellon Fund Manager Says AI Infrastructure Trade Has Not Peaked
BNY Mellon fund manager Brock Campbell says the AI infrastructure trade has not peaked, but the limited summary omits the specific investments he favors.
Listen to this briefingAudio briefing
Summary
Brock Campbell, manager of BNY Mellon’s Global Infrastructure Income exchange-traded fund, told MarketWatch that investors who believe the artificial-intelligence infrastructure trade has peaked are mistaken. The article, published September 23, 2026, describes Campbell as a top-performing fund manager and says he identified overlooked opportunities.
Only a short feed summary was available. It did not name Campbell’s preferred investments, portfolio holdings, infrastructure segments, valuations, performance figures, allocation changes, catalysts or expected next steps.
Positives
- Brock Campbell said the artificial-intelligence infrastructure trade has not peaked.
- Campbell identified overlooked areas within the AI investment theme, according to MarketWatch’s summary.
- BNY Mellon’s Global Infrastructure Income ETF manager remains constructive despite investor concerns that the opportunity has matured.
Risks & concerns
- Some investors believe the artificial-intelligence investment cycle has already peaked, reflecting skepticism about further upside.
- The available summary did not identify Campbell’s preferred companies, assets or infrastructure segments.
- No fund performance, valuation, allocation, catalyst or time-horizon details were provided.
- The limited feed disclosed no portfolio changes or next steps investors could evaluate.
Primary sourceMarketWatch.com - Top Storieshttps://www.marketwatch.com/story/the-ai-infrastructure-trade-is-still-not-over-says-this-top-performing-fund-manager-where-hes-investing-8c61f6da?mod=mw_rss_topstories
Read full article
