ClearBridge Investments

Everybody knows about infrastructure’s inflation hedging properties, but not everybody understands just how unique that hedge is. Meanwhile, the world is going mad for power, and renewables are set to supply it.

“The biggest mistake we make as investors is to think that the environment going forward is going to be similar to either the environment that we’ve had or the environment that is shortly foreseeable,” Langley said, adding that “all of this is going to get turned on its head”.

In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance match up. Which one leads, and which one lags?

The net-zero transition will bring about an economic transformation, with massive up-front investment leading to near-zero energy costs in the near future, ClearBridge Investments’ Nick Langley told industry leaders at The Inside Network’s ESG Retreat. But big challenges remain, with no easy answers.

Jeff Schulze from ClearBridge Investments goes in-depth with Peter White from The Inside Network on exploring ClearBridge’s anatomy of a recession (AOR) program.

Infrastructure assets have been gaining investor interest due to their inflation hedging properties in recent times.

Markets are on the rebound from last week’s hefty losses which came on the back of hawkish Federal Reserve commentary. The recovery is also hoping that this week’s Fed’s speakers aren’t as hawkish as the dot plot suggests. The dot plot indicates the high probability of an interest rate rise in 2023, a year earlier…

Infrastructure assets, which range from utilities such as electricity generation, to assets that facilitate the movement of the population, such as airports and toll roads, faced a near “perfect storm” in 2020. Historically billed as a less volatile alternative than direct equities, few infrastructure investors, or anyone for that matter, saw the pandemic and associated…

In this article we compare heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their respective infrastructure-focused strategies. While Magellan and its CEO Hamish Douglass need no introduction, the infrastructure fund is run by Gerald Stack. He joined Magellan in 2007 and is both head of investments and head of infrastructure, leading the team…

In this article we compare infrastructure heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their strategies. While Magellan and its CEO Hamish Douglass need no introduction, the house’s infrastructure fund is run by Gerald Stack. He joined Magellan in 2007 and is concurrently head of investments, head of infrastructure and portfolio manager; he …