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.
Webinar: Powering the Capex Super Cycle: Infrastructure in a New Growth Regime
AI-driven power demand, electrification and energy independence are reshaping the infrastructure opportunity. In this webinar, we examine growth & opportunities driven by the capex super-cycle, and the companies that enable digital expansion, support energy reliability and strengthen the essential assets that economies rely on.
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Global Infrastructure Income Strategy Commentary Q2 2026
Infrastructure Positive but Trails in Risk-On Quarter
Listed infrastructure made positive gains, led by user-pays assets such as airports and rail in a risk-on environment of easing geopolitical tensions.
Global Infrastructure Value Strategy Commentary Q2 2026
Freight and Travel Rebound Lifts User-Pays Assets
Airports and toll roads rose as easing tensions laid the groundwork for an increase in global travel, while a freight recovery helped rail.
Navigating Disruption via Infrastructure and Value
Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI, the energy transition and geopolitical tensions.
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Investing Through Disruption Across Infrastructure & Improving Companies
In an increasingly disruptive environment shaped by AI, energy transition, and geopolitical shifts, we highlight two distinct approaches: investing in essential assets with stable and predictable cash flows, and in companies undergoing fundamental improvement as they adapt to structural change.
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Inflation and Higher Rates: What They Mean for Infrastructure
Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.
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Global Infrastructure Income Strategy Commentary Q1 2026
Real Assets, Real Resilience
Supply disruptions across key energy and commodity markets in the Middle East highlight the resilience of infrastructure assets.
Global Infrastructure Value Strategy Commentary Q1 2026
Infrastructure’s Inflation Pass-Through in Focus
Many infrastructure assets operate under regulatory frameworks or long-term contracts that allow inflation and cost increases to be passed through to end users over time.
Why Infrastructure Holds up Amid Middle East Inflation Pressures
Utilities in North America and Europe, pipelines and toll roads are positioned to withstand and grow through commodity-driven shocks such as the current Middle East conflict is creating.
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Infrastructure Takeaways from the U.K. Spring Statement
Rising energy-related inflation risks underscore the importance of U.K. energy security and the attractiveness of regulated infrastructure businesses with revenues linked to their regulated asset bases.
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Webinar: Valuations, Volatility and Opportunity in 2026
After a solid year for listed infrastructure, where do valuations sit and what comes next? This session explores the key drivers shaping infrastructure markets and where we see the most compelling opportunities emerging in 2026.
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Utilities, Toll Roads Drive Solid Quarter
Q4 2025 Global Infrastructure Value Strategy Commentary
Western Europe was the top-contributing region to Strategy performance, where electric utilities and toll roads contributed strongly.