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.
Its role in the AI buildout has shifted memory from a cyclical commodity into a differentiated technology product with attractive longer-term risk reward.
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