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 Insights Video
Protect Your Portfolio Against Rising Inflation

Protect Your Portfolio Against Rising Inflation

In this video Portfolio Manager, Shane Hurst discusses how infrastructure investors can get exposure to a set of assets that can protect their portfolios from rising inflation while also delivering attractive income with the potential for capital growth.

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Infrastructure Insights Market Outlook Video
Infrastructure Outlook in 2022: Defensive Growth, or Just Defense?

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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Market Outlook Video
AssetTV Global Equity Outlook for 2022

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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Equity 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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Equity Insights Infrastructure Insights Responsible Investing Video
The Path to Net Zero is Driving Infrastructure Returns

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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Equity Insights Infrastructure Insights Video
Infrastructure's role in a portfolio

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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Infrastructure Insights Video
Investing in Global Listed Infrastructure

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 Insights Video
Infrastructure in a world of rising rates

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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Infrastructure Insights Video
Nick Langley on AssetTV Infrastructure Masterclass

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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Infrastructure Insights Market Outlook Video
Public Policy Among Many Tailwinds for Infrastructure

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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Infrastructure Insights Responsible Investing Video
Sustainability for infrastructure assets

Sustainability for infrastructure assets

Listen to Portfolio Manager Shane Hurst discuss how ClearBridge Investments incorporates ESG in the investment process.

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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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