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.

Listen to our latest Podcast
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. 

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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. 

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Industry Insights Infrastructure Insights Responsible Investing
Infrastructure and the Move Toward Net-Zero Emissions

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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Industry Insights Infrastructure Insights Video
Infrastructure's role in a portfolio

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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Infrastructure Insights Video
Investing in Global Listed Infrastructure

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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Infrastructure Insights
Understanding Infrastructure

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 Insights Video
Infrastructure in a world of rising rates

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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Infrastructure Insights Video
Valuation of Infrastructure Assets Q1 2021

Valuation of Infrastructure Assets Q1 2021

Listen to Portfolio Manager Shane Hurst discuss the valuations from Q1 2021 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 Video
Nick Langley on AssetTV Infrastructure Masterclass

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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Infrastructure Insights
Inflation, Rising Rates and Their Impact on Infrastructure

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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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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