Infrastructure Insights Responsible Investing Video

Sustainability for infrastructure assets

At ClearBridge Investments, ESG is not merely a screen or an overlay; it is part of how we conduct fundamental research and it defines how we think about all companies considered for investment in all client portfolios. Listen to Portfolio Manager Shane Hurst discuss how assessing ESG can lead to a greater understanding of a range of material issues, which in turn can lead to lower risk and stronger long-term performance of our investment portfolios.

 

Read our latest whitepaper "Incorporating ESG Analysis in Infrastructure Investing"

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Select Cyclical Exposure Looking More Interesting

Select Cyclical Exposure Looking More Interesting

Q1 2024 Infrastructure Income Commentary: We have been increasing our cyclical exposure through additions in U.S. rails as a restocking cycle should lift rail volumes, while adding selectively to towers and renewables on weakness we believe is transitory.

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