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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.

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  • 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.

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