On 22 January 2021, RARE Infrastructure Limited changed its name to ClearBridge Investments Limited.
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Read full articleRecorded by our fund managers; they share their views on what’s happening in global economies, the markets and our strategies.
Listen to our latest PodcastIn February our Global Listed Infrastructure funds underperformed infrastructure indices, which also underperformed general equities due to the general reflation trade, as well as concerns around rising inflation and bond yields.
More...Markets were squarely focused on the risks of rising inflation, as vaccine rollouts, significant levels of fiscal stimulus, the Federal Reserve’s change in its inflation targeting methodology and its willingness to let the economy ‘run hot’ have raised expectations for a recovering economy.
More...Market expectations for U.S. growth continued to trend upwards with Biden’s additional $1.9 trillion stimulus plan looking increasingly likely. Vaccine rollouts gained momentum with additional vaccine availability further supporting growth and reopening expectations.
More...With reopening expected to spark a pickup in activity, fiscal and monetary policy still quite accommodative and the economy facing easier near-term price comparisons, investors are increasingly concerned about the risk of a sharp rise in inflation.
More...In this video, Portfolio Manager Nick Langley discusses public policy focused on climate change initiatives that connects several trends that underpin the growth of infrastructure assets and earnings.
More...A growing middle-age population in the coming two decades should support equity markets as the millennial generation enters its peak economic and investment years.
More...Listen to Portfolio Manager Shane Hurst discuss how ClearBridge Investments incorporates ESG in the investment process.
More...We do not anticipate material bottom line impacts to brokers, but the discussion around payment for order flow bears watching.
More...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.
More...Listen to Portfolio Manager Charles Hamieh discuss the valuations from Q4 2020 within the infrastructure asset class and why valuations remain attractive on a medium, to long-term excess return basis.
More...The election of Joe Biden as U.S. president and Democratic control of both the House and the Senate should further boost the focus on infrastructure spending.
More...With sustainability factors more prominent than ever in the path forward for equities, the importance of integrating environmental, social and governance (ESG) considerations when investing in real assets such as infrastructure should come as no surprise.
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