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Inflation and Higher Rates: What They Mean for Infrastructure

clearbridge.com · 2,866 words · saved by 1 readers

We align the interests of the firm with our clients and strive to deliver alpha in every aspect of our business, from generating consistent investment performance, to promoting sustainable business practices, to delivering successful long- term outcomes. Here you can learn more about our company, our team and careers at ClearBridge. ClearBridge Investments has been recognized by Pensions & Investments Magazine as a "Best Place to Work in Money Management" in all nine years of the survey. These awards reflect the Firm's spirit of collaboration, work/life balance and ongoing investment in our employees. Recessions historically coincide with market downturns. To gauge the likelihood of a recession, Investment Strategist Jeffrey Schulze has developed the ClearBridge Recession Risk Dashboard and Anatomy of a Recession presentation. Read the latest article here: Read more. "To avoid anchoring expectations, we rely on our rigorous valuation discipline to find attractive stocks when no one wan

Key Takeaways Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates. Many infrastructure cash flows have built-in inflation pass-through, which can help protect real returns over the medium to long term. Inflation sensitivity varies by asset type: regulated utilities tend to adjust returns over time as regulators reset allowed returns, while user-pays and contracted assets depend more on concession terms, contract escalators and demand exposure. The escalating conflict in the Middle East has increased the risk of energy-driven inflation…

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