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
Building resilient returns for an uncertain future

Building resilient returns for an uncertain future

As the COVID-19 pandemic continues, the extraordinary measures aimed at mitigating its spread are testing business models and strategies. So what can be relied upon?

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Infrastructure Insights Responsible Investing
Scope for Enhanced Infrastructure Returns Amid COVID-19 Uncertainty

Scope for Enhanced Infrastructure Returns Amid COVID-19 Uncertainty

The premise of listed infrastructure investing is that while regulatory regimes and concession agreements are designed to produce outcomes over long periods of time, the majority of general equity investors have a shorter time horizon. This timing mismatch provides the opportunity for long-term investors to use liquidity to enhance infrastructure returns.

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Infrastructure Insights
The Listed Infrastructure Opportunity

The Listed Infrastructure Opportunity

For investors looking to achieve inflation-linked absolute returns, the infrastructure asset class provides a number of attractive characteristics. Over the past 10 years, infrastructure has emerged as a stand-alone asset class, and many large institutions have made sizeable allocations within their portfolios.

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Infrastructure Insights
Infrastructure Provides A Differentiated Source Of Income

Infrastructure Provides A Differentiated Source Of Income

With government bond yields near record lows, and in many cases delivering negative real yields, investors have had to look to additional asset classes to meet their income needs.

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Portfolio Insights Video
Income from global portfolio diversification

Income from global portfolio diversification

Australian investors, like many around the world, have a pronounced home bias when investing - this is particularly true when building retirement or income orientated portfolios.

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Portfolio Insights Video
Investing for sustainable and growing income

Investing for sustainable and growing income

Listed infrastructure is a popular income solution for many. This is due to its track record of consistently delivering a higher yield compared to global equities and 10-year bonds. In creating listed infrastructure income portfolios, Portfolio Managers need to consider the following fundamentals...

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Infrastructure Insights Portfolio Insights
Pursuing Income? A case for listed infrastructure income funds

Pursuing Income? A case for listed infrastructure income funds

A well-selected portfolio of global infrastructure stocks is becoming an increasingly popular way for investors to gain access to steady, inflation-protected income.

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Infrastructure Insights
Selective about infrastructure

Selective about infrastructure

The listed infrastructure sector is notable for providing income and lower long-term volatility. However, it’s important to recognize that not every stock in this sector contributes equally to that goal.

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