×
×
×
×
×

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

Delta Variant Creating Regional Divergences

August 3, 2021

In the latest Valuation of Infrastructure Assets, Portfolio Manager Nick Langley details how ClearBridge infrastructure portfolios are positioned to meet a market where vaccines are improving the visibility of cash flows for toll roads and freight rail, though COVID-19 variant strains are complicating global reopenings, and where utilities are balancing interest rate headwinds with the strongest growth rates in decades.

Related Blog Posts

A Broader Market, a Stronger Case for Dividend Growth
High-quality dividend growers outside technology offer attractive income, inflation offsets and downside protection as momentum in AI-related stocks shows signs of fatigue.
AOR Update: Are Higher Rates a "Real" Problem?
Higher yields appear less threatening when viewed against the resilient economic and earnings backdrop along with the green ClearBridge U.S. Recession Dashboard.
Health Care’s Next Act: R&D Tailwinds Emerging
Drug development appears to be stabilizing, as improving biopharma funding and healthier demand create a more constructive backdrop for contract research organizations and life science tools companies.
AOR Update: A Broader Market Is Finding its Footing
Earnings delivery and market leadership are continuing to broaden out to a larger group of market constituents.
Beyond Silicon Valley: Where AI Value Is Really Created
Many companies supplying scarce, high demand AI infrastructure are based in emerging markets, creating a differentiated route into AI growth through scale, consolidation and pricing power.
MORE
  • Past performance is no guarantee of future results.

  • Past performance is no guarantee of future results. Copyright © 2021 ClearBridge Investments. Performance source: Internal. All opinions and data included herein are as of the publication date and are subject to change. The opinions and views expressed are of the author(s) and may differ from other portfolio managers, analysts, or the Firm, 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 nor its information providers are responsible for any damages or losses arising from any use of this information.

more