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2026 Infrastructure Market Outlook

January 1, 2026

Portfolio Manager Nick Langley discusses how fiscal liquidity and dovish central bank policy in 2026 are expected to pressure bond yields, which should support utilities and also drive growth on GDP-sensitive user-pays infrastructure.

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  • Past performance is no guarantee of future results. Copyright © 2025 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.

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