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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

Data Center Tailwinds Drive Steady Infrastructure Gains
Global Infrastructure Income 3Q25: U.S. utilities, renewables and North American natural gas and pipelines performed well, benefiting from elevated demand for power to support AI-focused data centers.
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.
Infrastructure Shines Amid Uncertainty, Remains Attractive
Positioned defensively amid U.S. tariff uncertainty and market volatility, infrastructure has room to run given still-attractive valuations.
Global Infrastructure Income 1Q25 Update
Portfolio Manager Nick Langley breaks down Strategy outperformance in a quarter where the asset class’s defensiveness was rewarded.

Meet the Portfolio Management Team