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Brilliant Investment Thinking by Advisers for Advisers.
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Battleground: Infrastructure in post pandemic world

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...
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2021 looks bright for global infrastructure

Founder and Senior Portfolio Manager Nick Langley at RARE Infrastructure, now named Clearbridge Investments, has put out a short note outlining the infrastructure sector as one area that remains bright...
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Late cycle strategy: income from infrastructure

The US Federal Reserve’s latest 25 basis points rate reduction in mid-September is seen by many market observers as another signal that world markets are in, or are fast approaching, a late cycle.

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