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ClearBridge’s Anatomy of a Recession (AOR) program was developed to help investors understand the likelihood of a U.S. recession. The program features our proprietary Recession Risk Dashboard, updated monthly and designed to help you stay informed on economic and market developments to guide portfolio allocation decisions.

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Infrastructure Insights Videos

14 Aug 2024

INBrief with Infrastructure Portfolio Manager, Shane Hurst

AI and Decarbonisation are Fueling Major Investments in Energy Infrastructure

Portfolio Manager, Shane Hurst, sits down with Giselle Roux from The Inside Networks to discuss how AI and decarbonisation are fuelling major investments in energy infrastructure.

Shane highlights the role that utilities play in integrating data centres into smart grids to enhance resilience, manage energy demand, and reduce outages, all of which support stable returns for infrastructure investments.

Daniel Chu, CFA

Daniel Chu, CFA

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Infrastructure Insights Portfolio Insights

Data Centre Tailwinds Drive Steady Infrastructure Gains

30 Sept 2025

Data Centre Tailwinds Drive Steady Infrastructure Gains

Q3 2025 Global Infrastructure Income Strategy Commentary
U.S. utilities, renewables and North American natural gas and pipelines performed well, benefiting from elevated demand for power to support AI-focused data centres.

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