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Global Infrastructure Income 1Q25 Update

April 16, 2025

Portfolio Manager Nick Langley breaks down Strategy outperformance in a quarter where the asset class’s defensiveness was rewarded.

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Data Center Tailwinds Drive Steady Infrastructure Gains
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Accelerating policy-driven investment and AI-driven data center growth are unlocking a multi-decade growth opportunity for listed utilities globally.
Resilience with Upside in a Volatile Quarter
Global Infrastructure Income 2Q25: Listed infrastructure was resilient during the market volatility in April, strongly outperforming the broader market, and remained steady through May and June while equities recovered from the selloff.
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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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