Perspectives
Stay up-to-date with the current investment and macroeconomic issues at ClearBridge Investments. We provide analyses of the themes and trends which lie at the heart of your investment challenges.
Will Renewables Survive the Energy Transition?
While public funding for renewables may face increasing policy risk, regulators will continue to provide attractive returns for regulated utilities supporting the energy transition.
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Valuation of Infrastructure Assets Q1 2024
In our latest Valuation update, Portfolio Manager, Simon Ong discusses the contributors to infrastructure returns in the first quarter of 2024, and weighs in on the factors impacting different infrastructure sectors across the globe.
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The Impact of Bond Yields on Infrastructure Assets
Watch Portfolio Manager, Nick Langley explain the impact that bond yield volatility has on the infrastructure asset class.
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Unlock the Potential of Infrastructure Through Active Management
Portfolio Manager, Nick Langley highlights how the energy transition and reshoring of supply chains underline the need for active management in the infrastructure space.
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2024 Infrastructure Outlook: Diversification Benefits Could Be Timely
Infrastructure’s inflation pass-through worked well in 2023, supporting earnings across the asset class, while its defense and diversification could make it valuable in 2024.
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Infrastructure Opportunities Amid Uncertainty
Watch Portfolio Manager, Nick Langley discuss the drivers of recent listed infrastructure performance and highlight how stabilising real yields and strong company fundamentals are improving the outlook for the asset class.
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Total Returns Set Infrastructure Apart from Equities and Bonds
Listed infrastructure’s defensiveness relative to other equities and its ability to provide long-term capital growth over an economic cycle relative to bonds offer differentiation in an environment of macroeconomic uncertainty and higher bond yields.
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The Power of Infrastructure: Stability and Growth in Volatile Markets
In times of economic uncertainty and market volatility, investors turn to strategies that offer a balance of stability and growth. One asset class that is capturing increasing attention is global listed infrastructure.
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The Prudence of Infrastructure in a Recession
Infrastructure’s focus on cash flows and underlying earnings make it a prudent investment as economic conditions deteriorate and a recession looms.
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Testing Infrastructure's Resilience Amid Heightened Uncertainties
In both short-term and long-term scenarios, the effect of the changes in macro variables on infrastructure returns is positive in most cases.
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2023 Infrastructure Outlook: Climate, Macro Drivers Create Tailwinds
Secular growth drivers for infrastructure should be on full display in 2023, as the dire need for infrastructure spending underpins growth for the next decade, and the first steps for meeting long-term climate and electrification goals are being taken now.
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The Long-Term Case for Infrastructure
Amid rising bond yields, investors may turn to listed infrastructure, which has historically provided a lower-volatility offering, and should continue to, with efficient market valuations that could be more attractive relative to their unlisted peers.
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