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.
Listen to our latest Podcast
Valuation of Infrastructure Assets Q3 2021
Listen to Portfolio Manager Shane Hurst discuss how debate about persistent inflation, high energy prices, supply chain bottlenecks and new variations of COVID saw idiosyncratic drivers such as M&A, asset sales and energy transition concerns drive returns.
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Infrastructure Has an Edge as a Long-Term Income Solution
With government bond yields at record lows 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.
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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.
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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.
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Infrastructure and the Move Toward Net-Zero Emissions
In this ClearBridge perspective, Portfolio Manager Shane Hurst discusses how Infrastructure has a key role in the move toward decarbonisation and net-zero, with opportunities as well as challenges for different infrastructure sectors.
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Infrastructure's role in a portfolio
Watch Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby discuss how infrastructure fits into an investors portfolio and how it differs from traditional equities or listed property.
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Investing in Global Listed Infrastructure
Matt Bushby, Head of Infrastructure Business Development, discusses the characteristics of an infrastructure investment and the key features in our investment approach for the ClearBridge Infrastructure Value Strategy.
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Understanding Infrastructure
In this ClearBridge perspective, Matt Bushby, Head of Infrastructure Business Development, explains ClearBridge's specialist view on infrastructure and the key infrastructure characteristics we look for.
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Infrastructure in a world of rising rates
Global bond yields are up in the U.S., Australia and Europe, begging the question of what happens to infrastructure with higher inflation. Watch Portfolio Manager Charles Hamieh discuss why inflation risks are likely transitory and how global listed infrastructure can withstand higher inflation.
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Nick Langley on AssetTV Infrastructure Masterclass
Portfolio Manager Nick Langley joins an AssetTV Masterclass panel to discuss how infrastructure investments fit in a portfolio, the opportunity for infrastructure given increased policy focus on climate change and whether inflation will be an important factor in infrastructure returns in an economic recovery.
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Inflation, Rising Rates and Their Impact on Infrastructure
Inflation is a pass-through, directly or indirectly, for infrastructure assets and so should have a limited impact on valuations.
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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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