On 22 January 2021, RARE Infrastructure Limited changed its name to ClearBridge Investments Limited.

Infrastructure Insights Market Outlook Video

Public Policy Among Many Tailwinds for Infrastructure

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. 

 

 

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Portfolio Insights
Value Strategy February Commentary

Value Strategy February Commentary

In February our Global Listed Infrastructure funds underperformed infrastructure indices, which also underperformed general equities due to the general reflation trade, as well as concerns around rising inflation and bond yields.

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