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As world pushes towards net zero, one question is key: Who pays for it?

The global energy transition is an unstoppable process with major questions marks still hanging over it, not least among them the economic implications of super-cheap energy once the transition is complete, according to ClearBridge Investments’ Nick Langley.

Lisa Uhlman | 15th Nov 2023 | More
With recession likely in Q3, look to infrastructure for downside/upside capture: ClearBridge

Understanding the effect of economic changes on the stocks in a portfolio helps investors make smart allocation decisions. For infrastructure investors, adjusting the balance between defensive utilities and user-pays infrastructure stocks as conditions change can ensure superior returns relative to general equities, said ClearBridge Investments’ Nick Langley.

Lisa Uhlman | 10th May 2023 | More
Why this fundie thinks Transurban is attractive

Increased traffic volumes and higher earnings have provided valuation support for the infrastructure company, ClearBridge Investments’ Shane Hurst says, with the post-COVID-19 recovery positioning the business for solid growth.

Lachlan Buur-Jensen | 24th Feb 2023 | More
  • High-quality global equities lead 2023 wish lists

    After equity markets recalibrated during a volatile 2022, the market is anticipating a tale of two halves in 2023. Investors should look for opportunities in established and high-quality global stocks, with a focus on corporate earnings.

    Lachlan Buur-Jensen | 18th Jan 2023 | More
    ‘Turning point’: Huge renewables growth forecast means big opportunity at home

    A new International Energy Agency report projects global renewable energy growth in the next five years will match that of the last 20, with renewables also set to overtake coal as the largest electricity source by 2025. Australian investors won’t have to look far to find stocks poised to benefit from this momentum shift.

    Lisa Uhlman | 14th Dec 2022 | More
    Recession plus ESG uplift spells ‘worry’ for REITS: Clearbridge

    Speaking on a fireside chat during The Inside Network’s recent ESG event in Tasmania, Nick Langley said that while infrastructure assets will continue carrying the burden of inflation there is likely more to be concerned about with REITS, both in the dominant US market and around the world.

    Tahn Sharpe | 13th Dec 2022 | More
  • Infrastructure assets gaining popularity as investors look to hedge inflation

    Infrastructure assets have been gaining investor interest due to their inflation hedging properties in recent times.

    Ishan Dan | 9th Sep 2022 | More