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2024-01-18 08:20:00 ET Summary 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. Infrastructure markets...
2023-10-17 11:45:00 ET Summary European utilities are at the forefront of the green energy transition on the continent. Investment needs have significantly increased over the years and 2024 will see another 5% expansion in capex. Inflation and the higher cost of materials mean...
2023-05-09 19:32:00 ET Summary The Top 40 European utilities will invest a total of €128bn in 2023. According to the European integrated utilities' capital expenditure plans, 48% of their investments will be dedicated to renewables, representing about €46bn in total....
User-pays infrastructure and utilities continued to perform well amid a steep selloff for equities as their stable cash flows, growing dividends, essential service nature and ability to pass through inflation offered a safe haven in a volatile quarter. Heightened expectations of a tak...