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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

2026 Infrastructure Market Outlook
We expect fiscal liquidity and dovish central bank policy in 2026 to pressure bond yields, which should support utilities and also drive growth on GDP-sensitive user-pays infrastructure.
Lower Bond Yields to Add Tailwind for Infrastructure
Global Infrastructure Income 4Q25: We expect a continued constructive policy environment in conjunction with further AI-related capacity additions to continue to support infrastructure investments.
Power Shift: Investing in the Grid of the Future
Portfolio Manager Shane Hurst discusses the main themes driving secular growth for listed infrastructure: decarbonization, network investment, AI and data growth, favorable public policy and attractive valuations versus unlisted infrastructure.
Infrastructure in the Rapidly Changing Policy Landscape
Accelerating policy-driven investment and AI-driven data center growth are unlocking a multi-decade growth opportunity for listed utilities globally.
Resilience with Upside in a Volatile Quarter
Global Infrastructure Income 2Q25: Listed infrastructure was resilient during the market volatility in April, strongly outperforming the broader market, and remained steady through May and June while equities recovered from the selloff.

Meet the Portfolio Management Team