CLLNY - ClearBridge Global Infrastructure Value Strategy Portfolio Manager Commentary Q2 2021
- ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers.
- Our Strategy performed well versus the infrastructure benchmark, which underperformed global equities for the quarter.
- On a regional basis, the U.S. and Canada region was the top contributor to quarterly performance, where energy infrastructure companies stood out.
- We expect an asynchronous global recovery, with the effect that the recovery peaks will be more spread out and therefore prolonged.
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ClearBridge Global Infrastructure Value Strategy Portfolio Manager Commentary Q2 2021