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.
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.
Read full article