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.
Listed Infrastructure Powers AI - And Vice Versa
The potential of AI and data growth to drive significant infrastructure investment represents an emerging long-term thematic driver for the listed infrastructure asset class.
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INBrief with Infrastructure Portfolio Manager, Shane Hurst
Portfolio Manager, Shane Hurst, sits down with Giselle Roux from The Inside Networks to discuss how AI and decarbonisation are fuelling major investments in energy infrastructure.
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Valuation of Infrastructure Assets Q2 2024
In our latest Valuation update, Portfolio Manager, Daniel Chu, discusses the contributors to infrastructure returns in the second quarter of 2024, and weighs in on the factors impacting different infrastructure sectors across the globe.
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U.K. Water: Flat or Bubbly?
Near-term political volatility could represent a buying opportunity for listed U.K. water utilities, whose spending on improving environmental impacts adds to the bottom line, as investments can earn attractive allowed returns, which translates to better earnings and dividends.
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Peak Rates a Good Sign for Infrastructure
Infrastructure has historically outperformed global equities as interest rates have peaked, something to keep in mind as inflation indicators slow and allow major central banks to end their hawkish positioning and move toward easing.
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Infrastructure Multiples Point to a Potential Rerating
Despite headwinds to defensive stocks, infrastructure’s strong earnings growth, attractive valuations and predictable dividend stream make us quite constructive on the sector.
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Will Renewables Survive the Energy Transition?
While public funding for renewables may face increasing policy risk, regulators will continue to provide attractive returns for regulated utilities supporting the energy transition.
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Valuation of Infrastructure Assets Q1 2024
In our latest Valuation update, Portfolio Manager, Simon Ong discusses the contributors to infrastructure returns in the first quarter of 2024, and weighs in on the factors impacting different infrastructure sectors across the globe.
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Unlock the Potential of Infrastructure Through Active Management
Portfolio Manager, Nick Langley highlights how the energy transition and reshoring of supply chains underline the need for active management in the infrastructure space.
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The Impact of Bond Yields on Infrastructure Assets
Watch Portfolio Manager, Nick Langley explain the impact that bond yield volatility has on the infrastructure asset class.
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2024 Infrastructure Outlook: Diversification Benefits Could Be Timely
Infrastructure’s inflation pass-through worked well in 2023, supporting earnings across the asset class, while its defense and diversification could make it valuable in 2024.
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Infrastructure Opportunities Amid Uncertainty
Watch Portfolio Manager, Nick Langley discuss the drivers of recent listed infrastructure performance and highlight how stabilising real yields and strong company fundamentals are improving the outlook for the asset class.
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