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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Anatomy of a Recession Market Outlook
Anatomy of a Recession: The More Things Change...

Anatomy of a Recession: The More Things Change...

The overall economic backdrop remains healthy as illustrated by a continued green signal for the ClearBridge Recession Risk Dashboard, despite softer Retail Sales and consumer confidence.

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Portfolio Insights
Value Strategy August Commentary

Value Strategy August Commentary

Our global listed infrastructure strategy outperformed infrastructure indices and equities for the month. Government policy remained supportive, continuing to implement previously announced stimulus.

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Portfolio Insights
Income Strategy August Commentary

Income Strategy August Commentary

Economic activity continued to be robust during the month, despite increasing infections caused by the COVID-19 variant strains. The effectiveness of vaccines in preventing hospitalisations has allowed mobility restrictions to begin to ease globally.

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Portfolio Insights
Emerging Markets Strategy August Commentary

Emerging Markets Strategy August Commentary

The government’s regulatory intervention in pushing common prosperity has caused significant pullback in many large-cap stocks in China, mostly in the tech sector.

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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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Portfolio Insights
Infrastructure Index July Commentary

Infrastructure Index July 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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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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