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.
Utilities Look Attractive as Rates Rise
Regulated rate-base growth, electrification, grid investment and data center demand support infrastructure, with inflation-linked tariffs and contractual escalators helping preserve real asset values over time.