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
Portfolio Insights
Value Strategy May Commentary

Value Strategy May Commentary

Our global listed infrastructure strategy performed within the range of infrastructure indices, which marginally underperformed equities for the month.

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Portfolio Insights
Income Strategy May Commentary

Income Strategy May Commentary

Economic activity continued to rebound strongly during the month with ongoing and significant upgrades to consensus earnings and economic growth forecasts.

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Portfolio Insights
Emerging Markets Strategy May Commentary

Emerging Markets Strategy May Commentary

COVID-19 vaccine rollouts gained pace in many regions, although mobility restrictions remained significant and even increased in many regions as a third wave of infections continued at elevated levels.

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Portfolio Insights
Infrastructure Index May Commentary

Infrastructure Index May 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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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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Portfolio Insights Video
Environment, Social and Corporate Governance

Environment, Social and Corporate Governance

Listen to Co-Founder, Senior Portfolio Manager Nick Langley discuss how assessing ESG can lead to a greater understanding of a range of material issues which in turn can lead to lower risk and stronger long-term performance of our investment portfolios.

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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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