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 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...
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...
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.
More...
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.
More...
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.
More...
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.
More...
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.
More...
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.
More...
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.
More...
Sustainability for infrastructure assets
Listen to Portfolio Manager Shane Hurst discuss how ClearBridge Investments incorporates ESG in the investment process.
More...
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.
More...
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.
More...