Rising inflation impacts every investor looking to construct portfolios. In this video Portfolio Manager, Shane Hurst discusses how infrastructure investors can get exposure to a set of assets that can protect their portfolios from rising inflation while also delivering attractive income with the potential for capital growth.
Explore The ClearBridge Global Infrastructure Income Strategy
In a related Podcast, Portfolio Manager Nick Langley discusses the team's view on inflation and why real assets, particularly infrastructure, are attractive for their inflation protection characteristics.
Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.
Read full article