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May 5, 2021
In the latest Valuation of Infrastructure Assets, Portfolio Manager Shane Hurst discusses, among other topics, how the increasing speed of the vaccine rollout (especially in the developed world) led to improved visibility in cash flows from toll roads and freight rail, how the outlook for traffic on commuter rail and airports remains limited but is expected to improve through 2021 and how some renewables valuations became stretched after very strong performance in 2020.
Past performance is no guarantee of future results. Copyright © 2022 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.
Past performance is no guarantee of future results.
