×
×
×
×
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
  

Fire and Ice: Utilities Target Climate Change

February 24, 2021

ClearBridge Investments · Fire and Ice: Utilities Target Climate Change

Shane Hurst, a Portfolio Manager on ClearBridge's Infrastructure strategies, and Senior Utilities Analyst Tatiana Eades join Investment Strategist Jeff Schulze to weigh in on recent electricity grid failures and how that could impact utility infrastructure spending. The discussion focuses on what role utilities will play in improving electricity grid resilience amid severe weather, the opportunities for the sector as it enables growth of renewable sources of energy, and the potential for an infrastructure bill under the Biden administration. 

Related Perspectives

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.
Canada’s Infrastructure Moment
Canada may be entering a new industrial investment cycle, supported by major infrastructure, energy, data center, transmission, port and carbon-capture projects announced this month.
Tailwinds Forming for Health Care
Podcast: Improved biopharma funding is proving beneficial to CROs and life science tools companies while patent expirations are separating pharmaceuticals.
Narrow Market Opens Attractive Entry Points
Canadian Dividend Strategy 2Q26: Market concentration and AI enthusiasm create risks, but they also create opportunities in overlooked high-quality, dividend-paying companies.
Dividend Strategy 2Q26 Update
John Baldi reviews second-quarter performance, discussing recent moves in semiconductor-related holdings and why diversification, dividend growth and disciplined valuation remain central to the portfolio’s outlook.
MORE
  • Past performance is no guarantee of future results. Copyright © 2022 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC nor its information providers are responsible for any damages or losses arising from any use of this information.

  • Past performance is no guarantee of future results.

more