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.
Listed Infrastructure Companies Provide a Powerful Hedge Against Inflation
Portfolio Manager, Charles Hamieh presented at the Inside Network Income and Defensive Assets Symposium to discuss how listed infrastructure companies provide a powerful hedge against inflation.
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Investing in Infrastructure: Why Now?
Infrastructure has recently seen increased attention as broad equities have been weaker in 2022 due to inflation, rising interest rates, global supply chain disruptions from COVID-19 and the war in Ukraine.
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Managing Portfolios in Volatile Markets
Portfolio Manager Charles Hamieh discusses how investors can balance the desire for yield, diversification and sustainability in their portfolios during volatile markets.
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A Closer Look at the Listed Infrastructure Advantage
Liquidity, underlying asset risk, volatility, and sector-specific factors can separate listed and unlisted infrastructure.
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Infrastructure Has an Edge as a Long-Term Income Solution
With government bond yields low and in many cases delivering negative real yields, investors have had to look to additional asset classes to meet their income needs. A popular income solution for many is global listed infrastructure.
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Protect Your Portfolio Against Rising Inflation
In this video Portfolio Manager, Shane Hurst discusses how infrastructure investors can get exposure to a set of assets that can protect their portfolios from rising inflation while also delivering attractive income with the potential for capital growth.
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Opportunities and Mega-Trends for Infrastructure
Infrastructure is at the centre of several well recognised and long term thematics, including COVID recovery stimulus programmes, net-zero and the path to decarbonisation, transport efficiency and digital connectivity. In this video Portfolio Manager, Nick Langley explains the impact of Public Policy globally and how investors can benefit from these opportunities and mega-trends.
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Infrastructure Outlook in 2022: Defensive Growth, or Just Defense?
In an uncertain macroeconomic environment, the certainty of future earnings and growth will be key: infrastructure and utilities significantly outperform other equities on this measure.
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Delivering Income from Infrastructure
Portfolio Manager Charles Hamieh joins Matt Bushby for a discussion of how the team analyses the return profiles of infrastructure companies across the globe, from user-pays assets such as rails and airports to regulated utilities.
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The Path to Net Zero is Driving Infrastructure Returns
Watch Portfolio Manager Nick Langley and Head of Infrastructure Business Development Matt Bushby explain how Net Zero will impact infrastructure.
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Infrastructure and the Move Toward Net-Zero Emissions
In this ClearBridge perspective, Portfolio Manager Shane Hurst discusses how Infrastructure has a key role in the move toward decarbonisation and net-zero, with opportunities as well as challenges for different infrastructure sectors.
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Infrastructure's role in a portfolio
Watch Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby discuss how infrastructure fits into an investors portfolio and how it differs from traditional equities or listed property.
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