On 22 January 2021, RARE Infrastructure Limited changed its name to ClearBridge Investments Limited.

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.

Podcasts

Recorded by our fund managers; they share their views on what’s happening in global economies, the markets and our strategies.

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Infrastructure Insights Market Outlook Video
Public Policy Among Many Tailwinds for Infrastructure

Public Policy Among Many Tailwinds for Infrastructure

In this video, Portfolio Manager Nick Langley discusses public policy focused on climate change initiatives that connects several trends that underpin the growth of infrastructure assets and earnings.

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Infrastructure Insights Responsible Investing Video
Sustainability for infrastructure assets

Sustainability for infrastructure assets

Listen to Portfolio Manager Shane Hurst discuss how ClearBridge Investments incorporates ESG in the investment process.

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Infrastructure Insights Video
Valuation of Infrastructure Assets Q4 2020

Valuation of Infrastructure Assets Q4 2020

Listen to Portfolio Manager Charles Hamieh discuss the valuations from Q4 2020 within the infrastructure asset class and why valuations remain attractive on a medium, to long-term excess return basis.

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Infrastructure Insights
A Smoother Path to Infrastructure Spending

A Smoother Path to Infrastructure Spending

The election of Joe Biden as U.S. president and Democratic control of both the House and the Senate should further boost the focus on infrastructure spending.

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Infrastructure Insights Responsible Investing
Incorporating ESG Analysis in Infrastructure Investing

Incorporating ESG Analysis in Infrastructure Investing

With sustainability factors more prominent than ever in the path forward for equities, the importance of integrating environmental, social and governance (ESG) considerations when investing in real assets such as infrastructure should come as no surprise.

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Infrastructure Insights Market Outlook
Infrastructure Outlook: Greater Outlays to Boost Growth

Infrastructure Outlook: Greater Outlays to Boost Growth

Infrastructure projects are being accelerated as governments look for opportunities to support local economies, stimulate job markets and support small and medium-size enterprises.

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Infrastructure Insights Responsible Investing
The Push for Sustainable Infrastructure

The Push for Sustainable Infrastructure

Portfolio Manager Nick Langley discusses how global infrastructure will play a key role in the world meeting ambitious net-zero carbon emissions targets. He highlights how, given the high levels of government spending underway to cope with the pandemic, economies around the world will rely on the private sector to fund many emission-lowering initiatives, both for regulated infrastructure such as utilities and for user-pays assets such as rail and airports.

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Infrastructure Insights
Building resilient returns for an uncertain future

Building resilient returns for an uncertain future

As the COVID-19 pandemic continues, the extraordinary measures aimed at mitigating its spread are testing business models and strategies. So what can be relied upon?

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Infrastructure Insights Responsible Investing
Scope for Enhanced Infrastructure Returns Amid COVID-19 Uncertainty

Scope for Enhanced Infrastructure Returns Amid COVID-19 Uncertainty

The premise of listed infrastructure investing is that while regulatory regimes and concession agreements are designed to produce outcomes over long periods of time, the majority of general equity investors have a shorter time horizon. This timing mismatch provides the opportunity for long-term investors to use liquidity to enhance infrastructure returns.

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Infrastructure Insights
The Listed Infrastructure Opportunity

The Listed Infrastructure Opportunity

For investors looking to achieve inflation-linked absolute returns, the infrastructure asset class provides a number of attractive characteristics. Over the past 10 years, infrastructure has emerged as a stand-alone asset class, and many large institutions have made sizeable allocations within their portfolios.

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Infrastructure Insights
Infrastructure Provides A Differentiated Source Of Income

Infrastructure Provides A Differentiated Source Of Income

With government bond yields near record lows, and in many cases delivering negative real yields, investors have had to look to additional asset classes to meet their income needs.

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Infrastructure Insights Portfolio Insights
Understanding Infrastructure

Understanding Infrastructure

In this edition of RARE Insights, Matt Bushby, Global Head of Distribution, explains RARE’s specialist view on infrastructure and the key infrastructure characteristics we look for.

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