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.

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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Industry Insights
GameStop Saga Invites Scrutiny of Brokerage Practices

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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Infrastructure Insights
A Smoother Path to Infrastructure Spending

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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Infrastructure Insights Responsible Investing
Incorporating ESG Analysis in Infrastructure Investing

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 Insights Market Outlook
Infrastructure Outlook: Greater Outlays to Boost Growth

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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