ClearBridge Investments Australia

Now Available: Infrastructure Outlook for 2024 Learn why a pause or decline in interest rates in 2024 should be supportive of infrastructure valuations and how the asset class can diversify concentrated equity market exposure. Read the full outlook here: https://ow.ly/IrIR50QjZca Nick Langley

Will Renewables Survive the Energy Transition? In our latest white paper, Portfolio Manager, Nick Langley examines risks that could threaten funding for subsidy-reliant parts of the renewables-driven electricity value chain, and explains why regulated utilities could offer an attractive return profile for investing in the energy transition. Read the full paper here: https://ow.ly/Nio950RJ94c

In the latest AOR update, Head of Economic and Market Strategy, Jeff Schulze, CFA and Investment Strategy Analyst, Josh Jamner, CFA examine why slowing wage growth in the U.S. should offset fears that recent hot inflation prints could spur additional Fed tightening. Jeff and Josh also illustrate how wages have achieved a "Goldilocks" zone supportive of a soft landing. Learn more: https://ow.ly/LOWs50RA8yn

Last chance to register for our #webinar this Wednesday, 15 May at 11:00am (AEST)! Join us as we explore how infrastructure expects to benefit globally as utilities begin to see a massive increase in electricity consumption, while tower assets are likely to benefit as AI moves to the Edge through mobile devices. Register here: https://ow.ly/h43H50RB3FZ Shane Hurst Moaz Mohib, CFA Jenny Pang

We're pleased to share that Portfolio Manager, Nick Langley, will speak at CII (Centre for Institutional Investors)'s annual Infrastructure Forum. In a world where infrastructure is traditionally seen as a long-term investment, Nick will explore using listed infrastructure allocations to manage risk profiles and enhance returns within private market portfolios.

It's been an exciting few weeks as we welcomed our Global Growth Portfolio Manager, Michael Testorf, and Head of Economic and Market Strategy, Jeff Schulze, CFA, all the way from the U.S.! They joined forces with our local Infrastructure Team for insightful events across QLD, VIC, and NSW. Thank you to everyone involved! If you couldn't make it, you can catch up on our latest updates and insights here: https://ow.ly/Z4vj50Ry7AE Shane Hurst Charles Hamieh Nick Langley Matthew Bushby Nathan Ahboo Jenny Pang Devin O'Keefe, SA FIN

#Webinar: Join us at 11am (AEST) on Wednesday, 15 May 2024 for this webinar as Shane Hurst, Portfolio Manager and Jenny Pang, Regional Manager - NSW & ACT explore how infrastructure expects to benefit globally as utilities begin to see a massive increase in electricity consumption, while tower assets are likely to benefit as AI moves to the Edge through mobile devices. Register now: https://ow.ly/qmn650Rt7IU

The distinct nature of the current economic cycle has foiled traditional recession indicators while markets may be in a unique valuation regime. Learn more from Head of Economic and Market Strategy, Jeff Schulze, CFA, in our latest Anatomy of a Recession update 'The Long View: A Unique Cycle'. https://ow.ly/MUqm50Ra8Ys

We are pleased to share that Portfolio Manager Nick Langley will speak on 'The Energy Transition' at The Inside Network's upcoming Equities and Growth Assets Symposium. Nick will address the financing challenges and potential solutions for the energy transition and the implications for asset allocation in this generational change.

Portfolio Manager, Nick Langley highlights how the energy transition and reshoring of supply chains underline the need for active management in the infrastructure space: