What's Next for Investors in 2026? Explore Our Market Outlook Series to Discover How ClearBridge's Capabilities Support Building a Resilient Portfolio
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.
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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