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.
Broadening Global Markets Complement Megatrends
Q1 2024 Global Growth Commentary: The Strategy outperformed, led by U.S. mega cap exposure as well as holdings in cyclical sectors and the more defensive health care sector.
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Reshoring and Data Centres Support Select Utilities
Q1 2024 Infrastructure Value Commentary: Infrastructure assets trailed global equities in the first quarter amid a robust rally for equities, although March saw a reversal as cyclical strength and a slight sentiment shift for utilities helped infrastructure outperform.
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Select Cyclical Exposure Looking More Interesting
Q1 2024 Infrastructure Income Commentary: We have been increasing our cyclical exposure through additions in U.S. rails as a restocking cycle should lift rail volumes, while adding selectively to towers and renewables on weakness we believe is transitory.
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Developed Markets Income Strategy March Commentary
We remain constructive on and selective with U.S. utilities, where energy transition and data centre growth remain long-term positive drivers.
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Emerging Markets Strategy March Commentary
On a regional basis, Asia Pacific was the top contributor for the quarter, led by GDP-sensitive port and airport holdings.
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A Closer Look at the Listed Infrastructure Advantage
Liquidity, underlying asset risk, volatility, and sector-specific factors can separate listed and unlisted infrastructure.
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Infrastructure Has an Edge as a Long-Term Income Solution
With government bond yields low 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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