At ClearBridge Investments, ESG is not merely a screen or an overlay; it is part of how we conduct fundamental research and it defines how we think about all companies considered for investment in all client portfolios. Listen to Portfolio Manager Shane Hurst discuss how assessing ESG can lead to a greater understanding of a range of material issues, which in turn can lead to lower risk and stronger long-term performance of our investment portfolios.
Read our latest whitepaper "Incorporating ESG Analysis in Infrastructure Investing"
Freight and Travel Rebound Lifts User-Pays Assets
Airports and toll roads rose as easing tensions laid the groundwork for an increase in global travel, while a freight recovery helped rail.