- 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 within the range of infrastructure indexes, which underperformed global equities for the quarter.
- On a regional basis, Western Europe was the top contributor to quarterly performance, followed by the U.S. and Canada.
- We expect an asynchronous global recovery, with the effect that the recovery peaks will be more spread out and therefore prolonged.
For further details see:
ClearBridge Global Infrastructure Income Strategy Portfolio Manager Commentary Q2 2021