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.
Infrastructure Outlook in 2022: Defensive Growth, or Just Defense?
In an uncertain macroeconomic environment, the certainty of future earnings and growth will be key: infrastructure and utilities significantly outperform other equities on this measure.
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AssetTV Global Equity Outlook for 2022
In a recently released AssetTV video Portfolio Managers, Margaret Vitrano, Elisa Mazen and Dmitry Khaykin highlight their views on inflation, Omicron and regulatory risks and discuss where they see the best opportunities in U.S. and international markets in the year ahead.
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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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The Path to Net Zero is Driving Infrastructure Returns
Watch Portfolio Manager Nick Langley and Head of Infrastructure Business Development Matt Bushby explain how Net Zero will impact infrastructure.
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Infrastructure's role in a portfolio
Watch Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby discuss how infrastructure fits into an investors portfolio and how it differs from traditional equities or listed property.
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Investing in Global Listed Infrastructure
Matt Bushby, Head of Infrastructure Business Development, discusses the characteristics of an infrastructure investment and the key features in our investment approach for the ClearBridge Infrastructure Value Strategy.
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Infrastructure in a world of rising rates
Global bond yields are up in the U.S., Australia and Europe, begging the question of what happens to infrastructure with higher inflation. Watch Portfolio Manager Charles Hamieh discuss why inflation risks are likely transitory and how global listed infrastructure can withstand higher inflation.
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Nick Langley on AssetTV Infrastructure Masterclass
Portfolio Manager Nick Langley joins an AssetTV Masterclass panel to discuss how infrastructure investments fit in a portfolio, the opportunity for infrastructure given increased policy focus on climate change and whether inflation will be an important factor in infrastructure returns in an economic recovery.
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Public Policy Among Many Tailwinds for Infrastructure
In this video, Portfolio Manager Nick Langley discusses public policy focused on climate change initiatives that connects several trends that underpin the growth of infrastructure assets and earnings.
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Sustainability for infrastructure assets
Listen to Portfolio Manager Shane Hurst discuss how ClearBridge Investments incorporates ESG in the investment process.
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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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