×
×
×
×
×

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.
  
data?.title

Nick Langley on AssetTV Infrastructure Masterclass

March 2021

 

Portfolio Manager Nick Langley joins an AssetTV Masterclass panel to discuss how infrastructure investments fit in a portfolio, the opportunity for infrastructure given increased policy focus on climate change and whether inflation will be an important factor in infrastructure returns in an economic recovery.

Related Perspectives

Dividend Strategy 1Q26 Update
Portfolio Manager John Baldi breaks down the Strategy’s approach in a volatile first quarter of 2026, highlighting the Strategy’s long-standing exposure to energy and materials sectors, among other topics.
Navigating a War Torn Global Energy Market
Podcast: Analyst Adam Meyers analyzes global oil & gas supply constraints caused by the Iran conflict and the likely role of U.S. producers going forward.
Embracing the Semiconductor Super Cycle
Podcast: Analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven opportunities.
Dividend Strategy 4Q25 Update
Portfolio Manager Mike Clarfeld breaks down portfolio performance in the fourth quarter, discusses his approach to diversification in a concentrated market and gives his outlook for dividend stocks in 2026.
2026 Infrastructure Market Outlook
We expect fiscal liquidity and dovish central bank policy in 2026 to pressure bond yields, which should support utilities and also drive growth on GDP-sensitive user-pays infrastructure.
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