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 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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Lower Bond Yields to Add Tailwind for Infrastructure
Q4 2025 Global Infrastructure Income Strategy Commentary
We expect a continued constructive policy environment in conjunction with further AI-related capacity additions to continue to support infrastructure investments.
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.
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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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.
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.
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.