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.
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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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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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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Sustainability for infrastructure assets
Listen to Portfolio Manager Shane Hurst discuss how ClearBridge Investments incorporates ESG in the investment process.
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GameStop Saga Invites Scrutiny of Brokerage Practices
We do not anticipate material bottom line impacts to brokers, but the discussion around payment for order flow bears watching.
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A Smoother Path to Infrastructure Spending
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.
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Incorporating ESG Analysis in Infrastructure Investing
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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Infrastructure Outlook: Greater Outlays to Boost Growth
Infrastructure projects are being accelerated as governments look for opportunities to support local economies, stimulate job markets and support small and medium-size enterprises.
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