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 highlights how significant trends such as the energy transition, reshoring of supply chains and governments spending to improve the efficiency of economies will create winners and losers in the infrastructure space, underlining the need for active management.
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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