What's Next for Investors in 2026? Explore Our Market Outlook Series to Discover How ClearBridge's Capabilities Support Building a Resilient Portfolio
Portfolio Manager Nick Langley explains how many factors - from a high-growth, low-inflation, low bond yield environment to climate change initiatives, electric vehicle adoption and grid resilience - are lining up as tailwinds for infrastructure portfolios.
Rising energy-related inflation risks underscore the importance of U.K. energy security and the attractiveness of regulated infrastructure businesses with revenues linked to their regulated asset bases.
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