ClearBridge Investments

Infrastructure 2024 Midyear Update

Infrastructure and Utilities Powering AI & Data Growth

Join Portfolio Manager, Shane Hurst, and Business Development Associate, Yan Teh, as they delve into the pivotal role of global listed infrastructure in powering the rapid expansion of artificial intelligence and data technologies. With thematic tailwinds like decarbonisation and AI-driven data growth, infrastructure stands poised to play a crucial role in facilitating this transformative journey. Explore how recent trends and opportunities are shaping the asset class and why now could be the opportune moment for investors to consider allocating to infrastructure.

Managing infrastructure portfolios through volatile markets

Australia’s journey to net zero

Portfolio Manager Shane Hurst and InvestorDaily's David Stratford discuss Australia’s journey to net zero, including how infrastructure and utility assets benefit from a move to net zero and where it sits globally in 2022. Shane also discusses how rising inflation – including climate inflation – has affected that journey and why the move to net zero is important for both investors and financial advisers.

Understand how infrastructure investments perform during a ”tightening cycle”

How to position your portfolio in a growing inflationary environment

Listen to Portfolio Manager Nick Langley and Head of Infrastructure Business Development Matt Bushby, as they discuss inflation and its impact on investor portfolios. 

Quarterly Update ClearBridge Infrastructure Income Strategy

Listen to Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby, provide a quarterly update on the Income Strategy. Shane also provides a discussion on the broader market and the impacts on the infrastructure asset class.

 

Quarterly Update ClearBridge Infrastructure Value Strategy

Listen to Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby, provide a quarterly update on the markets and the subsequent impacts on the infrastructure asset class. The top contributors and detractors of the Value Strategy are also discussed.

Inflation expectations and impacts on the global listed infrastructure asset class

Listen to ClearBridge's latest Podcast where Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby, discuss inflation expectations and the impact of inflation on the global listed infrastructure asset class.

The impact of the US Election on Global Listed Infrastructure

Listen to RARE's latest Podcast where Senior Portfolio Manager Shane Hurst discuss infrastructure spending coming out of the recession and the upcoming US election