The ClearBridge Infrastructure Investment team considers Environment, Social and Governance (ESG) factors to be an integral part of the investment process. Listen to Senior Portfolio Manager Nick Langley discuss how assessing ESG can lead to a greater understanding of a range of material issues, which in turn can lead to lower risk and stronger long-term performance of our investment portfolios.
To find out more about ClearBridge's Infrastructure Funds click HERE.
Many companies supplying scarce, high demand AI infrastructure are based in emerging markets, creating a differentiated route into AI growth through scale, consolidation and pricing power.
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