On 22 January 2021, RARE Infrastructure Limited changed its name to ClearBridge Investments Limited.

Perspectives

Stay up-to-date with the current investment and macroeconomic issues at ClearBridge Investments. We provide analyses of the themes and trends which lie at the heart of your investment challenges.

Industry Insights Infrastructure Insights Portfolio Insights Video
Delivering Income from Infrastructure

Delivering Income from Infrastructure

Portfolio Manager Charles Hamieh joins Matt Bushby for a discussion of how the team analyses the return profiles of infrastructure companies across the globe, from user-pays assets such as rails and airports to regulated utilities. 

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Podcasts

Recorded by our fund managers; they share their views on what’s happening in global economies, the markets and our strategies.

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Portfolio Insights
Value Strategy June Commentary

Value Strategy June Commentary

Our global listed infrastructure funds performed within the range of infrastructure indices, which underperformed global equities for the month. Economic activity continues to rebound strongly with expected upgrades to consensus earnings and economic growth forecasts.

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Portfolio Insights
Income Strategy June Commentary

Income Strategy June Commentary

COVID-19 vaccine rollouts gained pace in many regions, although mobility restrictions remained significant as a result of the new Delta variant. With the combined effect of new restrictions and the continuation of vaccinations, the rate of confirmed cases globally has started to decrease.

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Portfolio Insights
Emerging Markets Strategy June Commentary

Emerging Markets Strategy June Commentary

Government policy remained supportive, with continued implementation of previously announced stimulus.

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Anatomy of a Recession Market Outlook
Anatomy of a Recession: Waiting for a Pullback?

Anatomy of a Recession: Waiting for a Pullback?

Today’s ebullient macro and market environment is likely to give way to a period of slower, yet still robust, economic and earnings growth powerful enough to elongate the current bull market.

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Portfolio Insights
Infrastructure Index June Commentary

Infrastructure Index June Commentary

The Global Infrastructure Index seeks to provide focused exposure to infrastructure companies by analysing the actual sources of corporate cash flows rather than high-level industry classifications.

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Anatomy of a Recession Market Outlook
Anatomy of a Recession Risk Dashboard

Anatomy of a Recession Risk Dashboard

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

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Industry Insights Infrastructure Insights Responsible Investing Video
The Path to Net Zero is Driving Infrastructure Returns

The Path to Net Zero is Driving Infrastructure Returns

Watch Portfolio Manager Nick Langley and Head of Infrastructure Business Development Matt Bushby explain how Net Zero will impact infrastructure. 

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Industry Insights Infrastructure Insights Responsible Investing
Infrastructure and the Move Toward Net-Zero Emissions

Infrastructure and the Move Toward Net-Zero Emissions

In this ClearBridge perspective, Portfolio Manager Shane Hurst discusses how Infrastructure has a key role in the move toward decarbonisation and net-zero, with opportunities as well as challenges for different infrastructure sectors.

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Industry Insights Infrastructure Insights Video
Infrastructure's role in a portfolio

Infrastructure's role in a portfolio

Watch Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby discuss how infrastructure fits into an investors portfolio and how it differs from traditional equities or listed property.  

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Infrastructure Insights Video
Investing in Global Listed Infrastructure

Investing in Global Listed Infrastructure

Matt Bushby, Head of Infrastructure Business Development, discusses the characteristics of an infrastructure investment and the key features in our investment approach for the ClearBridge Infrastructure Value Strategy.

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Infrastructure Insights
Understanding Infrastructure

Understanding Infrastructure

In this ClearBridge perspective, Matt Bushby, Head of Infrastructure Business Development, explains ClearBridge's specialist view on infrastructure and the key infrastructure characteristics we look for.

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Infrastructure Insights Video
Infrastructure in a world of rising rates

Infrastructure in a world of rising rates

Global bond yields are up in the U.S., Australia and Europe, begging the question of what happens to infrastructure with higher inflation. Watch Portfolio Manager Charles Hamieh discuss why inflation risks are likely transitory and how global listed infrastructure can withstand higher inflation.

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