×
×
×
×
×

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

Dividend Transparency High in Utilities, Improving in Transport Infrastructure

February 23, 2022

 

Portfolio Manager Nick Langley outlines the main drivers of infrastructure returns in the fourth quarter and weighs factors affecting different infrastructure sectors across the globe.

Related Blog Posts

Midyear Equity Outlook: Looking Toward 2026 for Upside
While we are neutral on stocks near-term due to tariff uncertainty and valuations, multiple catalysts could drive an earnings acceleration in 2026 as current risks dissipate.
Infrastructure Steady as Equities Swing
Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted basis, and could have room to run.
Q&A: Staying Active and Aware through Historic Volatility
Being mindful of concentration and more recent trade policy-related risks enables ClearBridge to actively position portfolios to best navigate elevated uncertainty.
Midyear Equity Outlook: Rotation Seems Inevitable
Longer term, we believe market breadth will return to healthier levels as mega cap concentration stagnates and participation broadens out to include more sectors and size ranges.
A Good Time for Quality at a Reasonable Price
Fear of missing out is skewing market indexes toward low-yield stocks, creating opportunities for active investors scouring for quality at a reasonable price.
More
  • 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.

more