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Recovery, Decarbonization, 5G Among Infrastructure Tailwinds

November 2, 2021

Portfolio Manager Shane Hurst outlines the main drivers of infrastructure returns in the third quarter and weighs factors affecting different infrastructure sectors across the globe, including Fed tapering, lockdowns in Asia, persistent inflation and a flurry of M&A activity as unlisted capital flowed into listed infrastructure markets.

Shane Hurst

Portfolio Manager
24 Years experience
11 Years at ClearBridge

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  • 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.