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December 23, 2024
Portfolio Manager Nick Langley offers his outlook for global infrastructure in 2025, driven by robust growth in the U.S., where electricity demand growth, particularly from data centers, is creating opportunities. At the same time, there is some policy uncertainty in the U.S. He also explores how European utilities are increasing their capex, and U.K. water utilities should benefit from an improving regulatory environment.
Past performance is no guarantee of future results. Copyright © 2024 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.
