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.

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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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 April Commentary

Value Strategy April Commentary

Our Global Listed Infrastructure funds performed in line with infrastructure indices which marginally underperformed equities for the month.

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Portfolio Insights
Income Strategy April Commentary

Income Strategy April Commentary

Despite escalating COVID cases and a continuation of mobility restrictions across much of the world, vaccine rollout continued to gain pace in key regions.

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Portfolio Insights
Emerging Markets Strategy April Commentary

Emerging Markets Strategy April Commentary

Challenges to the EU recovery fund remained. China’s recovery continued apace. Stimulus is expected to continue to support economic growth.

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Anatomy of a Recession Market Outlook
Recession Indicators: Labour Measures Show Improvement

Recession Indicators: Labour Measures Show Improvement

The ClearBridge Recession Risk Dashboard improved in April and maintains an overall green signal with three positive underlying changes related to the labour market: Job Sentiment and Wage Growth improved to yellow while Jobless Claims advanced to green.

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Infrastructure Insights Video
Valuation of Infrastructure Assets Q1 2021

Valuation of Infrastructure Assets Q1 2021

Listen to Portfolio Manager Shane Hurst discuss the valuations from Q1 2021 within the infrastructure asset class and why valuations remain attractive on a medium, to long-term excess return basis.

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Portfolio Insights
Infrastructure Index March Commentary

Infrastructure Index March 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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Responsible Investing
ClearBridge 2021 Impact Report

ClearBridge 2021 Impact Report

Our 2021 Impact Report: Partnering for Change in a Time of Adversity, offers a thorough look at the sustainability issues ClearBridge has been addressing over the past year with portfolio companies, shareholders and industry organizations through ESG integration, engagement and proxy voting. 

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Infrastructure Insights Video
Nick Langley on AssetTV Infrastructure Masterclass

Nick Langley on AssetTV Infrastructure Masterclass

Portfolio Manager Nick Langley joins an AssetTV Masterclass panel to discuss how infrastructure investments fit in a portfolio, the opportunity for infrastructure given increased policy focus on climate change and whether inflation will be an important factor in infrastructure returns in an economic recovery. 

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Infrastructure Insights
Inflation, Rising Rates and Their Impact on Infrastructure

Inflation, Rising Rates and Their Impact on Infrastructure

Inflation is a pass-through, directly or indirectly, for infrastructure assets and so should have a limited impact on valuations.

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Infrastructure Insights Market Outlook Video
Public Policy Among Many Tailwinds for Infrastructure

Public Policy Among Many Tailwinds for Infrastructure

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.

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Industry Insights Market Outlook
U.S. Demographics Not All Doom and Gloom

U.S. Demographics Not All Doom and Gloom

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.

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Infrastructure Insights Responsible Investing Video
Sustainability for infrastructure assets

Sustainability for infrastructure assets

Listen to Portfolio Manager Shane Hurst discuss how ClearBridge Investments incorporates ESG in the investment process.

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