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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.

Nick Langley

Portfolio Manager
27 Years experience
15 Years at ClearBridge

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