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Why infrastructure’s best feature is ‘misunderstood’ 

Everybody knows about infrastructure’s inflation hedging properties, but not everybody understands just how unique that hedge is. Meanwhile, the world is going mad for power, and renewables are set to supply it.

Lachlan Maddock | 28th Aug 2024 | More
U.K. Water: Flat or bubbly?

Volatility from regulatory action and climate change is creating buying opportunities for U.K. water utilities, according to ClearBridge Investments.

ClearBridge Investments | 8th Jul 2024 | More
Why listed infra is a clear bridge through the energy transition

The energy transition is full of unknown unknowns, but there are still ways to get some certainty over returns as the world changes how it generates and distributes energy.

Staff Writer | 16th Aug 2023 | More
  • Atlas Arteria shareholders hold out for a hero

    Shareholders in toll road operator Atlas Arteria believe the company will be able to drum up significant offshore interest in the face of a raid on its registry by IFM Investors.

    Lachlan Maddock | 10th Jun 2022 | More
    Good and bad news in wake of Ukraine

    While neither Ukraine or Russia are particularly large trading partners for the West, the risks created by the conflict aren’t negligible – and could easily spill over to the global economy. “The potential economic risk (of the Ukraine conflict) has three primary transmission mechanisms: higher global energy prices, further supply chain disruptions and a European…

    Lachlan Maddock | 4th Mar 2022 | More
    How Elmslie and Langley built RARE (and an asset class)

    When Richard Elmslie and Nick Langley started RARE, listed infrastructure “didn’t exist”. They hit the ground running – but that doesn’t mean there weren’t speedbumps. “We started with no revenue and no people – it was an idea,” says Richard Elmslie, managing director and co-founder of RARE Infrastructure (now ClearBridge Investments, following its integration with…

    Lachlan Maddock | 12th Nov 2021 | More
  • Pessimism and optimism swirl in deep water waves

    Kim Catechis says he was not pessimistic when he wrote ‘Deep Water Waves’, his first major strategy report for investors through the Franklin Templeton Investment Institute. The report, published in August, sparked a series of discussions within and outside the Franklin Templeton group. If one of these is a guide, from an investor webinar held…

    Greg Bright | 8th Oct 2021 | More
    Alternatives may benefit from ESG and inflation

    Every cloud has a silver lining. Alternatives may benefit from both the trend to ESG strategies and the extra inflationary pressures which ensue, according to the mid-year outlook from Franklin Templeton. Two of Franklin Templeton’s affiliate managers, Clarion Partners and ClearBridge Investors, say in the outlook report that accelerating growth and reflationary environment will benefit…

    Greg Bright | 16th Jul 2021 | More
  • Fund managers unite over ‘net zero’

    Fund managers are increasingly speaking with one voice on issues around climate change, with at least 143 global firms so far joining the ‘Net Zero Asset Managers’ initiative. Several big ones signed up last week. The Australian signatory managers and international firms with strong Australian commitments are, by accident or design, implying increased pressure on…

    Greg Bright | 9th Jul 2021 | More