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.
Global Infrastructure Income Strategy Commentary July
Renewables was the standout sector in the month in our universe, driven by increased policy certainty as well as continued demand from hyperscalers for clean power to support the rapid growth of data centres.
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Global Infrastructure Value Strategy Commentary July
Utilities, renewables and communication towers performed well in our listed infrastructure universe, while European utilities were weaker.
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Developed Markets Infrastructure Income Model Commentary July
July delivered a month of positive returns for most listed infrastructure sectors, trailing but participating well in the continued equity rally.
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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.
Developed Markets Infrastructure Income Model Commentary June
Markets bounced back from a first-quarter correction and survived tariff, growth and geopolitical scares to deliver solid gains in the second quarter of 2025.
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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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Valuation of Infrastructure Assets Q1 2025
In our latest Valuation update, Portfolio Manager, Simon Ong, discusses the latest trends affecting the infrastructure asset class and reviews current valuations.
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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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Valuation of Infrastructure Assets Q4 2024
In our latest Valuation update, Portfolio Manager, Daniel Chu, discusses trends affecting infrastructure sector performance and reviews current valuations.
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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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