For investors seeking reliable income, global diversification and inflation protection, specialist listed infrastructure portfolios aims to provide all three.
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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.
More...Watch Portfolio Manager Nick Langley and Head of Infrastructure Business Development Matt Bushby explain how Net Zero will impact infrastructure.
More...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.
More...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.
More...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.
More...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.
More...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.
More...Listen to Portfolio Manager Shane Hurst discuss how ClearBridge Investments incorporates ESG in the investment process.
More...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.
More...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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