×
×
×
×
×

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.
  

What Inflation Means for Infrastructure

March 15, 2021

ClearBridge Investments · What Inflation Means for Infrastructure

Portfolio Manager Shane Hurst joins Matt Bushby to discuss the potential impact of inflation on infrastructure valuations and how utilities and transport infrastructure assets behave through the economic cycle.

Related Perspectives

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.
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.
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.
Midyear Outlook: What Wall of Worry?
The AOR team offers a bullish view for the second half of 2026, with a strengthening economy and robust earnings offsetting an energy shock and a hawkish Fed.
Navigating Disruption via Infrastructure and Value
Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI, the energy transition and geopolitical tensions.
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