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May 12, 2022
Portfolio Manager Nick Langley discusses how amid supply chain disruptions and labor shortages, the risk/return attractiveness of listed infrastructure is beginning to tilt toward utilities from more economically sensitive user-pays assets, even while traffic on toll roads, commuter rail and airports continues to recover.
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.
