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October 2021
ClearBridge Investments · Inflation, Yields Likely Tailwinds for Infrastructure
Portfolio Manager Nick Langley shares his views on transitory or structural and inflation and why investors should be focused on inflation when constructing their portfolios. He also breaks down how real assets differ from general equities and fixed income as it relates to inflation protection, distinguishes infrastructure from other real assets such as real estate, and explains how climate-related inflation will affect investors broadly.
Past performance is no guarantee of future results.
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.
