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The global equity manager has jumped on board as a gold partner for the upcoming ESG Summit in 2022. InvestorDaily’s must-attend ESG Summit is returning in 2022 as an in-person event across Sydney a
With government bond yields at record lows and in many cases delivering negative real yields, investors have had to look to additional asset classes to meet their income needs. A popular income so
The fund, which is managed by Franklin Templeton’s subsidiary ClearBridge Investments, invests in a range of listed infrastructure securities.
ClearBridge’s portfolio manager, Shane Hurst, said that investors should consider infrastructure assets in two broad categories: user-pays assets and regulated assets. He added that user-pays assets, such as toll roads, rail networks and airports, revenue were dependent on how many people would use the asset, and with an economic growth recovery, the cashflows of the underlying infrastructure assets should also rise. “Given the large amount of stimulus proposed by US President Biden, and more expected in the US, and globally, we think there will likely be some cyclical inflation. Bu...
While inflation is likely to rise “off a low base” by the end of the year as global economies benefit from stimulus and vaccine roll-outs, this doesn’t necessarily spell trouble for defensive assets, a fund manager has said.