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Podcast

Fire and Ice: Utilities Target Climate Change

February 24, 2021

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.

Tatiana Eades

Senior Analyst - Utilities
22 Years experience
16 Years at ClearBridge

Shane Hurst

Portfolio Manager
24 Years experience
11 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
16 Years experience
7 Years at ClearBridge

Related Perspectives

  • 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.