One last blog post for this week... The below jibes with our global infrastructure theme for 2026... Our Mexican equity exposure is seeing quite the lift on this news today... Our other infrastructure plays are trending nicely as well:
"Mexico unveiled a huge public-private investment plan worth 5.6 trillion pesos (~$323 billion) aimed at infrastructure and long-term growth across sectors including energy, transport, healthcare, water and education. This was announced today, Feb. 3, 2026 by Mexico’s development bank Banobras and government officials, emphasizing increased investment and economic development initiatives."
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