The themes of decarbonisation, reshoring and the 5G evolution should support global listed infrastructure assets going forward.
Tag: Clearbridge Investments
Investors turn attention to infrastructure
High inflation and net zero targets are key contributors to infrastructure assets looking more attractive to a growing number of investors, according to ClearBridge Investments.
Franklin Templeton launches infrastructure fund
The income-oriented product is available to Singapore retail investors.
Multi-pronged routes to value
Investors need to understand how to combine the many ways to approach value investing and the various qualities of growth-oriented companies, according to a Franklin Templeton webinar.
Video: Legg Mason on ESG investing
A concern around a company’s ESG profile is usually a concern around fundamentals, explains Mary Jane McQuillen, head of ESG at Legg Mason subsidiary Clearbridge Investments.
Reits appeal as an income product to fade
Real estate investment trusts may see total returns come off recent highs by the end of calendar year 2016, as energy infrastructure and dividend-paying stocks take the lead among equity assets that provide regular income, said Mark McAllister, senior portfolio manager at Clearbridge Investments, a Legg Mason affiliate.
Oil on track for long, slow burn before recovery
Analysts seem to be coming to a consensus that the price of oil will follow something like a backward checkmark trajectory, which calls for a very selective investment focus.
