For investors seeking reliable income, global diversification and inflation protection, specialist listed infrastructure portfolios aims to provide all three.

Podcasts

25 October 2021: In the latest podcast from the ClearBridge Infrastructure Team, Portfolio Manager Nick Langley discusses the team’s view on inflation and why real assets, and in particular infrastructure, are attractive for their inflation protection characteristics.

 

25 October 2021: In the latest podcast from the ClearBridge Infrastructure Team, Portfolio Manager Nick Langley discusses the team’s view on inflation and why real assets, and in particular infrastructure, are attractive for their inflation protection characteristics. Some key topics covered in the podcast include:

  • Drivers of core and headline inflation and what markets are focusing on today
  • The Infrastructure’s Team’s view that a spike in inflation will be broadly transitory but ultimately settle structurally higher than what investors have been used to in recent history
  • Why investors should allocate to real assets as inflation protection in portfolios and infrastructure’s unique revenue determination mechanisms that make it especially attractive
  • The potential for climate-related inflation and who bears these costs
  • How inflation impacts the various infrastructure sectors differently and why liquidity is an advantage when navigating this environment

 

19 October 2021: Jeff Schulze is joined by Senior Energy Analyst Dimitry Dayen and Senior Consumer Staples Analyst Rob Buesing ahead of the 26th U.N. Conference of the Parties (COP26) on climate change to get a better understanding of how the fight against global warming is shaping markets and what role investors can play. They give an update on electric vehicle adoption, developing emission-saving technologies such as green hydrogen, the role of oil and gas companies in the energy transition, agriculture-related emissions, regenerative agriculture and plant-based foods from an investor perspective. 

 

9 April 2021: Listen to Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby, provide a quarterly update on the markets and the subsequent impacts on the infrastructure asset class. The top contributors and detractors of the Value Strategy are also discussed.

 

9 April 2021: Listen to Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby, provide a quarterly update on the Income Strategy. Shane also provides a discussion on the broader market and the impacts on the infrastructure asset class.

4 April 2021: To complement the report, the latest ClearBridge podcast, The 2021 ClearBridge Impact Report: Getting to Know the SDGs, provides an introduction to the U.N. Sustainable Development Goals, with analysts Kimberly Gifford and Deepon Nag joining Jeff Schulze to explain what the SDGs mean for active fundamental research at ClearBridge.

12 March 2021: Listen to ClearBridge's latest Podcast where Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby, discuss inflation expectations and the impact of inflation on the global listed infrastructure asset class.

 

24 February 2021: Shane Hurst, a Portfolio Manager on ClearBridge's Infrastructure strategies, and Senior Utilities Analyst Tatiana Eades join Investment Strategist Jeff Schulze to weigh in on recent electricity grid failures and how that could impact utility infrastructure spending. The discussion focuses on what role utilities will play in improving electricity grid resilience amid severe weather, the opportunities for the sector as it enables growth of renewable sources of energy, and the potential for an infrastructure bill under the Biden administration. 

 

20 January 2021: In an excerpt from his first quarter 2021 Anatomy of a Recession presentation, Investment Strategist Jeff Schulze assesses the strength of the economic recovery and why he views recent weakness in the job market and retail sales as a soft patch rather than a sign of a double-dip recession. 

 

18 December 2020: The Anatomy of a Recession team of Jeff Schulze and Josh Jamner takes the pulse of the economic recovery in the US as we head into the new year, analysing what the latest COVID-19 induced soft patch could mean for equities in the near term and why longer term optimism on the macro picture is warranted. Jeff and Josh also discuss how the ClearBridge Recovery Dashboard fared in its debut in an unprecedented year for markets and the economy. 

 

1 October 2020: Listen to ClearBridge's latest Podcast where Portfolio Manager Shane Hurst discusses infrastructure spending coming out of the recession and the upcoming US election.

 

17 September 2020: Investment Magazine's Alex Proimos speaks with RARE's Co-Founder and Senior Portfolio Manager Nick Langley, on the evolution and breadth of the global infrastructure universe. This episode also discusses the various valuation issues facing investors as they factor in the sensitivity of interest rates, cash flow assumptions, regulatory and public policy changes, portfolio construction in line with the macroeconomic cycle and the ESG data issues prevalent to infrastructure investing.

 

1 June 2020: In RARE’s most recent Podcast, listen to Senior Portfolio Manager, Charles Hamieh and Head of Infrastructure Business Development, Matt Bushby, discuss the recent market rally, RARE’s current market outlook and the long-term sustainability of infrastructure assets.

 

4 May 2020: Listen to RARE’s Senior Portfolio Manager, Shane Hurst and Head of Global Distribution, Matt Bushby, discuss what's driving markets higher, the infrastructure sectors that have performed and those that lagged, and the positioning changes made to our portfolios. This podcast also covers our current market outlook and the long-term sustainability of infrastructure assets.

 

20 April 2020: Listen to RARE’s Co-Founder and Senior Portfolio Manager, Nick Langley and Head of Global Distribution, Matt Bushby, discuss RARE's view on what has driven markets higher and the ongoing economic impacts of global shutdowns.

6 April 2020: Enduring the COVID-19 impact with RARE’s Senior Portfolio Manager, Charles Hamieh and Head of Global Distribution, Matt Bushby.

30 March 2020: Listen to RARE’s Senior Portfolio Manager, Shane Hurst and Head of Global Distribution, Matt Bushby, discuss the evolving market conditions and what they mean for investing in infrastructure and valuations.

23 March 2020: The week ending 22 March 2020 saw shutdowns intensify in an attempt to slow the spread of COVID-19. Extraordinary monetary and fiscal stimulus plans were announced by governments and central banks across the world to offset economic disruptions. Today, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, Nick Langley and Head of Global Distribution, Matt Bushby recorded a podcast to discuss the impacts of these announcements for investors.

16 March 2020: Since last week's update, there has been a rapid escalation of measures to combat COVID-19. Today, Senior Portfolio Manager at RARE Infrastructure, Charles Hamieh and Head of Global Distribution, Matt Bushby recorded a podcast to provide an update on market uncertainty and the economic effects of COVID-19, specifically as it relates to investing in global listed infrastructure. 

10 March 2020: In response to the market uncertainty, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, Nick Langley and Head of Global Distribution, Matt Bushby discuss the current volatile market conditions and what it means for investors in the following podcast.

10 March 2020: Listen to Co-Founder and Senior Portfolio Manager, Nick Langley and Head of Global Distribution, Matt Bushby, discuss the drop in oil prices and the impact on pipelines.

9 January 2020: Listen to RARE's Charles Hamieh and interviewer Peter White examine the similarities and differences between Listed and Unlisted Infrastructure. 

22 February 2019: Hear RARE's Shane Hurst explain how RARE invests for income through the Income Strategy. 

12 November 2018: Listen to RARE's Co-Founder and Senior Portfolio Manager Nick Langley, explain the concept of late cycle and why infrastructure is a good defensive strategy.

12 November 2018: RARE's Co-Founder and Senior Portfolio Nick Langley discusses the attractions of Global Listed infrastructure for long-term investors and why US utilities could be good for your portfolio.