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
Income Strategy October Commentary
Macroeconomic factors continued largely in the same vein as in previous months, with the markets focused on supply chain disruptions and the sustained high level of inflation, including high energy prices.
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Value Strategy October Commentary
Our global listed infrastructure strategies performed in line or better than a range of infrastructure benchmarks, which underperformed global equities for the month.
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Infrastructure Index October 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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Emerging Markets Strategy October Commentary
EM markets faced downward pressure from political uncertainties in Latin America, coupled with economic slowdown concerns in China which was driven by new COVID outbreaks, property slowdown, and power rationing.
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Infrastructure Has an Edge as a Long-Term Income Solution
With government bond yields at record lows and in many cases delivering negative real yields, investors have had to look to additional asset classes to meet their income needs. A popular income solution for many is global listed infrastructure.
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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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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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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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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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