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2024-01-20 10:25:00 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...
Summary While U.S. utilities dominated top contributors in the quarter, utilities in Europe suffered from growing fear of sector intervention amid several economic and political uncertainties. The U.S. Inflation Reduction Act was announced in August and has become a major tailwind...
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...
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 underperformed equities for the quarter, l...