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.

Infrastructure Insights Video
Valuation of Infrastructure Assets Q1 2022

Valuation of Infrastructure Assets Q1 2022

In our latest Valuations update, Portfolio Manager Nick Langley discusses how the macro environment is impacting the listed infrastructure asset class and highlights the valuations of different regions and sectors.

More...
Infrastructure Insights Portfolio Insights
Infrastructure Has an Edge as a Long-Term Income Solution

Infrastructure Has an Edge as a Long-Term Income Solution

With government bond yields low and in many cases delivering negative real yields, investors have had to look to additional asset classes to meet their income needs. A popular income solution for many is global listed infrastructure.

More...
Infrastructure Insights Portfolio Insights
Value Strategy March Commentary

Value Strategy March Commentary

The outlook for interest rates and inflation continue to cause volatility in markets following the conflict between Ukraine and Russia. We expect this volatility to continue as the market digests the impact on inflation and global growth.

More...
Infrastructure Insights Portfolio Insights
Income Strategy March Commentary

Income Strategy March Commentary

Geopolitical risks, ongoing COVID-19 disruption, supply chain issues and high inflation continue to reduce expectations for economic growth, although a recession is still not considered the base case.

More...
Infrastructure Insights Portfolio Insights
Developed Markets Income Strategy March Commentary

Developed Markets Income Strategy March Commentary

Our global listed infrastructure strategies outperformed global equities for the month.

More...
Infrastructure Insights Portfolio Insights
Emerging Markets Strategy March Commentary

Emerging Markets Strategy March Commentary

In emerging markets, the Chinese equity market, in particular, experienced weakness due to COVID outbreaks and lockdowns, coupled with internet sector concerns from a regulatory crackdown and ADR de-listing threats.

More...
Infrastructure Insights Portfolio Insights
Infrastructure Index December Commentary

Infrastructure Index December Commentary

The Global Infrastructure Index seeks to provide focused exposure to infrastructure companies by analysing the actual sources of corporate cash flows rather than high-level industry classifications.

More...
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.

More...
Infrastructure Insights Video
Protect Your Portfolio Against Rising Inflation

Protect Your Portfolio Against Rising Inflation

In this video Portfolio Manager, Shane Hurst discusses how infrastructure investors can get exposure to a set of assets that can protect their portfolios from rising inflation while also delivering attractive income with the potential for capital growth.

More...
Infrastructure Insights Market Outlook Video
Infrastructure Outlook in 2022: Defensive Growth, or Just Defense?

Infrastructure Outlook in 2022: Defensive Growth, or Just Defense?

In an uncertain macroeconomic environment, the certainty of future earnings and growth will be key: infrastructure and utilities significantly outperform other equities on this measure.

More...
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. 

More...
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. 

More...