×
×
×
×
×

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.
Nick Langley

Nick Langley

Managing Director, Head of Real Assets, Portfolio Manager
31 Years experience
1 Year at firm

"Due to the essential nature of infrastructure assets, demand is relatively stable, providing lower volatility than traditional equities."

Nick is the Head of Real Assets and a Portfolio Manager on all Global Infrastructure strategies at ClearBridge Investments. He joined ClearBridge in 2020 and has 31 years of investment industry experience.

Prior to joining ClearBridge, Nick was the Co-founder and a Senior Portfolio Manager at RARE Infrastructure Limited, which became part of ClearBridge in 2020; Principal of the Infrastructure Funds Management team at AMP Capital, where he was also the Chief Financial Officer of DUET Group, an ASX-listed investment trust; Associate Director, Investment Banking at UBS; and a member of the Manager, Mergers and Acquisitions team at BZW/ABN AMRO.

Nick received a Bachelor of Laws and a Bachelor of Commerce from the University of Auckland.

Experience

  • 31 years of investment industry experience
  • Joined ClearBridge Investments in 2020
  • RARE Infrastructure Limited – Co-founder, Senior Portfolio Manager
  • AMP Capital – Principal of Infrastructure Funds Management
  • AMP Capital – Chief Financial Officer, DUET Group
  • UBS – Associate Director, Investment Banking
  • BZW/ABN AMRO – Manager, Mergers and Acquisitions Team
  • Bachelor of Commerce from the University of Auckland
  • Bachelor of Laws from the University of Auckland

Perspectives

  • 2026 Infrastructure Market Outlook
    We expect fiscal liquidity and dovish central bank policy in 2026 to pressure bond yields, which should support utilities and also drive growth on GDP-sensitive user-pays infrastructure.
  • Lower Bond Yields to Add Tailwind for Infrastructure
    Global Infrastructure Income 4Q25: We expect a continued constructive policy environment in conjunction with further AI-related capacity additions to continue to support infrastructure investments.
  • AI, Reshoring Drive Power Demand
    Global Infrastructure Value 3Q25: Reshoring and AI-focused data centers are requiring significant buildout of energy infrastructure, in particular for U.S. electric and gas utilities.
  • Infrastructure in the Rapidly Changing Policy Landscape
    Accelerating policy-driven investment and AI-driven data center growth are unlocking a multi-decade growth opportunity for listed utilities globally.
  • Resilience with Upside in a Volatile Quarter
    Global Infrastructure Income 2Q25: Listed infrastructure was resilient during the market volatility in April, strongly outperforming the broader market, and remained steady through May and June while equities recovered from the selloff.
MORE