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.

Infrastructure Insights
The Listed Infrastructure Opportunity

The Listed Infrastructure Opportunity

For investors looking to achieve inflation-linked absolute returns, the infrastructure asset class provides a number of attractive characteristics. Over the past 10 years, infrastructure has emerged as a stand-alone asset class, and many large institutions have made sizeable allocations within their portfolios.

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Infrastructure Insights
Infrastructure Provides A Differentiated Source Of Income

Infrastructure Provides A Differentiated Source Of Income

With government bond yields near record lows, and in many cases delivering negative real yields, investors have had to look to additional asset classes to meet their income needs.

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Infrastructure Insights Portfolio Insights
Pursuing Income? A case for listed infrastructure income funds

Pursuing Income? A case for listed infrastructure income funds

A well-selected portfolio of global infrastructure stocks is becoming an increasingly popular way for investors to gain access to steady, inflation-protected income.

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Infrastructure Insights
Selective about infrastructure

Selective about infrastructure

The listed infrastructure sector is notable for providing income and lower long-term volatility. However, it’s important to recognize that not every stock in this sector contributes equally to that goal.

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