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 Outlook: AI, Decarbonisation and Policy Tailwinds in 2026
Structural tailwinds like decarbonisation, network upgrades and climate-proofing, along with AI’s need for power, are fuelling long-term capital expenditure cycles for infrastructure.
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U.K. Autumn Budget Is Infrastructure Friendly
The November U.K. Budget offers continued support in terms of pipeline visibility and policy direction, in particular for infrastructure helping the energy transition.
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Webinar: Power Shift | Investing in the Grid of the Future
As global electricity demand continues to surge, the need for substantial investment in power infrastructure is growing. This session explores how these shifts are shaping opportunities for global listed infrastructure, particularly within the utilities sector.
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AI, Reshoring Drive Power Demand
Q3 2025 Global Infrastructure Value Strategy Commentary
Reshoring and AI-focused data centres are requiring significant buildout of energy infrastructure, in particular for U.S. electric and gas utilities.
Data Centre Tailwinds Drive Steady Infrastructure Gains
Q3 2025 Global Infrastructure Income Strategy Commentary
U.S. utilities, renewables and North American natural gas and pipelines performed well, benefiting from elevated demand for power to support AI-focused data centres.
Infrastructure in the Rapidly Changing Policy Landscape
Accelerating policy-driven investment and AI-driven data centre growth are unlocking a multi-decade growth opportunity for listed utilities globally.
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European Infrastructure Sees Capital Inflows
Q2 2025 Global Infrastructure Value Strategy Commentary
In Europe, GDP-sensitive toll roads and airports were key contributors, while rate cuts and policy support were positive for utilities.
Resilience with Upside in a Volatile Quarter
Q2 2025 Global Infrastructure Income Strategy Commentary
Listed infrastructure was resilient during the market volatility in April, strongly outperforming the broader market, and remained steady through May and June while equities recovered from the selloff.
Infrastructure Steady as Equities Swing
Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted basis, and could have room to run.
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Infrastructure Poised to Mostly Weather Tariff Storm
A new regime of tariffs will likely create the need for more infrastructure to support reshoring, while utilities' lack of exposure to international trade may bolster their defensiveness.
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Renewables Under Trump: Likely Better than Expected
Changes to the Inflation Reduction Act should be less than the market anticipates and ultimately have a muted impact on the strong short- and long-term renewables outlook.
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Year of the Election: Why New Global Leadership Matters
While Donald Trump’s presidential victory has dominated global headlines, a number of key election results outside the U.S. could have significant impacts on international markets going forward.
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