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Why Infrastructure

Infrastructure’s diversification and income benefits go hand in hand, strengthening portfolio outcomes.

Why Listed Infrastructure 

Listed and unlisted infrastructure returns are similar over the long term, though listed offers more flexibility.

Why ClearBridge Listed Infrastructure

ClearBridge’s differentiated approach to listed infrastructure has translated into an attractive asymmetric upside/downside market capture.

 

Latest Perspectives & Insights

Utilities Look Attractive as Rates Rise
Global Infrastructure Income 3Q26: Regulated rate-base growth, electrification, grid investment and data center demand support infrastructure, with inflation-linked tariffs and contractual escalators helping preserve real asset values over time.
Megaprojects: A Cross-Sector Industrial Capex Cycle
An industrial capex cycle for LNG infrastructure, semiconductors, manufacturing reshoring and grid modernization remains in its early stages.
Infrastructure Positive but Trails in Risk-On Quarter
Global Infrastructure Income 2Q26: Listed infrastructure made positive gains, led by user-pays assets such as airports and rail in a risk-on environment of easing geopolitical tensions.
Navigating Disruption via Infrastructure and Value
Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI, the energy transition and geopolitical tensions.
Investing through Disruption Across Infrastructure and Improving Companies
Portfolio Managers Shane Hurst and Grace Su discuss how global infrastructure companies and those undergoing fundamental improvement can help investors navigate an increasingly disruptive environment.

Meet the Portfolio Management Team