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
War Accelerates Secular Policy Shifts Across Europe

War Accelerates Secular Policy Shifts Across Europe

European countries realise they will need greater stimulus and investment in renewable energy to obtain security.

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Industry Insights
Ukraine Invasion Triggers Volatility, Fed Still on Course

Ukraine Invasion Triggers Volatility, Fed Still on Course

Military invasions have historically created an equity market low with U.S. stocks becoming increasingly volatile over the last several trading days.

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Industry Insights
Carbon Capture: Early Days of a $1 Trillion Industry?

Carbon Capture: Early Days of a $1 Trillion Industry?

Even the most ambitious emission-reduction scenarios suggest carbon capture solutions are needed to achieve full decarbonisation.

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Industry Insights Video
How Fears of the US Fed Tightening Are Causing Equity Volatility

How Fears of the US Fed Tightening Are Causing Equity Volatility

In this video, Chief Investment Officer, Scott Glasser explains how reduced liquidity, inflation and supply chain issues are causing an adjustment period for US equities.

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Industry Insights Infrastructure Insights Market Outlook Video
Opportunities and Mega-Trends for Infrastructure

Opportunities and Mega-Trends for Infrastructure

Infrastructure is at the centre of several well recognised and long term thematics, including COVID recovery stimulus programmes, net-zero and the path to decarbonisation, transport efficiency and digital connectivity. In this video Portfolio Manager, Nick Langley explains the impact of Public Policy globally and how investors can benefit from these opportunities and mega-trends.

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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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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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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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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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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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