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Inflation, Yields Likely Tailwinds for Infrastructure

October 2021

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.

Matt Bushby

Head of Infrastructure Business Development
22 Years experience
9 Years at ClearBridge

Nick Langley

Portfolio Manager
27 Years experience
15 Years at ClearBridge

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