For investors seeking reliable income, global diversification and inflation protection, specialist listed infrastructure portfolios aims to provide all three.

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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Responsible Investing
COP26 Highlights Climate Opportunities in All Sectors

COP26 Highlights Climate Opportunities in All Sectors

Public equities are moving the needle on the four goals of COP26 and ClearBridge is spurring and guiding this activity through our role as large shareholder, fiduciary and trusted partner in advising on sustainable business practices

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Portfolio Insights
Income Strategy September Commentary

Income Strategy September Commentary

Economic activity continued to rebound amidst strong consensus expectations for corporate earnings and economic growth forecasts.

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Portfolio Insights
Value Strategy September Commentary

Value Strategy September Commentary

Our global listed infrastructure strategy outperformed the range of infrastructure indices as well as global equities for the quarter.

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Portfolio Insights
Emerging Markets Strategy September Commentary

Emerging Markets Strategy September Commentary

COVID-19 vaccine rollouts gained pace in many regions, helping ease mobility restrictions despite the new Delta variant causing an increase in confirmed cases.

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Anatomy of a Recession Market Outlook
The Long View: The Peak in Peaks

The Long View: The Peak in Peaks

Headline risks around peak everything overlook rolling stock corrections in large swaths of the market and bearish investor sentiment, factors likely to soften the current drawdown.

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Infrastructure Insights Portfolio Insights
Infrastructure Has an Edge as a Long-Term Income Solution

Infrastructure Has an Edge as a Long-Term Income Solution

With government bond yields at record lows and in many cases delivering negative real yields, investors have had to look to additional asset classes to meet their income needs. A popular income solution for many is global listed infrastructure.

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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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Market Outlook
Perspectives on China, the Evergrande Saga and Macau

Perspectives on China, the Evergrande Saga and Macau

The current uncertainty and risks in China should be viewed in the context of the significant long-term investment opportunities in the region. We seek to align our investments with the recent reforms and the next stage of growth drivers.

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Portfolio Insights
Infrastructure Index August Commentary

Infrastructure Index August 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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Industry Insights Responsible Investing
Achieving ESG Goals with a Quality Approach to Value

Achieving ESG Goals with a Quality Approach to Value

An active approach to value investing enables a dual purpose of generating alpha and satisfying ESG objectives.

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Infrastructure Insights Video
Valuation of Infrastructure Assets Q2 2021

Valuation of Infrastructure Assets Q2 2021

Listen to Portfolio Manager Nick Langley discuss how variant COVID-19 strains are leading to differentiation within the infrastructure asset class. 

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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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