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.
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.
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.
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.