ClearBridge

The energy transition is full of unknown unknowns, but there are still ways to get some certainty over returns as the world changes how it generates and distributes energy.

As the economy tilts toward recession, portfolio analysts are turning towards sectors and companies that handle cloudy conditions better than most. Healthcare, energy, consumer staples and utilities come into focus, while cyclical sector companies lose favour.

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.

Increased traffic volumes and higher earnings have provided valuation support for the infrastructure company, ClearBridge Investments’ Shane Hurst says, with the post-COVID-19 recovery positioning the business for solid growth.

Speaking on a fireside chat during The Inside Network’s recent ESG event in Tasmania, Langley said that while infrastructure assets will continue carrying the burden of inflation there is likely more to be concerned about with REITS, both in the dominant US market and around the world.

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

Listed infrastructure companies provide a powerful hedge against inflation.

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…

The Clearbridge RARE Infrastructure Income fund was last week awarded Money Management’s Fund Manager of the Year award for the Infrastructure Securities category. This comes after a strong recovery to April and an impressive long-term track record. According to Money Management, it was Clearbridge’s ability to “focus on the best ideas and staying index-unaware” that…