For investors seeking reliable income, global diversification and inflation protection, specialist listed infrastructure portfolios aims to provide all three.

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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Portfolio Insights
Value Strategy August Commentary

Value Strategy August Commentary

Our global listed infrastructure strategy outperformed infrastructure indices and equities for the month. Government policy remained supportive, continuing to implement previously announced stimulus.

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Portfolio Insights
Income Strategy August Commentary

Income Strategy August Commentary

Economic activity continued to be robust during the month, despite increasing infections caused by the COVID-19 variant strains. The effectiveness of vaccines in preventing hospitalisations has allowed mobility restrictions to begin to ease globally.

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Portfolio Insights
Emerging Markets Strategy August Commentary

Emerging Markets Strategy August Commentary

The government’s regulatory intervention in pushing common prosperity has caused significant pullback in many large-cap stocks in China, mostly in the tech sector.

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Portfolio Insights
Infrastructure Index July Commentary

Infrastructure Index July Commentary

The Global Infrastructure Index seeks to provide focused exposure to infrastructure companies by analysing the actual sources of corporate cash flows rather than high-level industry classifications.

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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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Portfolio Insights Video
Income from global portfolio diversification

Income from global portfolio diversification

Australian investors, like many around the world, have a pronounced home bias when investing - this is particularly true when building retirement or income orientated portfolios.

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Portfolio Insights Video
Investing for sustainable and growing income

Investing for sustainable and growing income

Listed infrastructure is a popular income solution for many. This is due to its track record of consistently delivering a higher yield compared to global equities and 10-year bonds. In creating listed infrastructure income portfolios, Portfolio Managers need to consider the following fundamentals...

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Infrastructure Insights Portfolio Insights
Pursuing Income? A case for listed infrastructure income funds

Pursuing Income? A case for listed infrastructure income funds

A well-selected portfolio of global infrastructure stocks is becoming an increasingly popular way for investors to gain access to steady, inflation-protected income.

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