What's Next for Investors in 2026? Explore Our Market Outlook Series to Discover How ClearBridge's Capabilities Support Building a Resilient Portfolio
So far in 2021, global bond yields are up in the U.S., Australia and Europe, begging the question of what happens to infrastructure with higher inflation. In a recent interview, Portfolio Manager Charles Hamieh discusses, why inflation risks are likely transitory and how global listed infrastructure can withstand higher inflation.
Read our Whitepaper on Inflation, Rising Rates and their impact on Infrastructure.
Structural tailwinds like decarbonisation, network upgrades and climate-proofing, along with AI’s need for power, are fuelling long-term capital expenditure cycles for infrastructure.
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