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Valuation of Infrastructure Assets 3Q20

November 10, 2020

Portfolio Manager Nick Langley breaks down sector and regional divergences in the recovery of infrastructure companies from COVID-19, with continuing improvements in Asia, a steady state in the U.S., declines in Europe declines and resilient utility cash flows lending some predictability to outcomes.

Nick Langley

Portfolio Manager
27 Years experience
15 Years at ClearBridge
  • Past performance is no guarantee of future results.

  • 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.