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
Income Strategy October Commentary

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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Portfolio Insights
Value Strategy October Commentary

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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Portfolio Insights
Infrastructure Index October Commentary

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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Portfolio Insights
Emerging Markets Strategy October Commentary

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 Insights Portfolio Insights
Infrastructure Has an Edge as a Long-Term Income Solution

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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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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