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The Impact of Recession Risks on Infrastructure Portfolios

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Manage episode 333783383 series 1157685
Content provided by ClearBridge Investments, LLC, ClearBridge Investments, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearBridge Investments, LLC, ClearBridge Investments, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Portfolio Manager Charles Hamieh breaks down how infrastructure acts as a pass-through for inflation and rising rates, what separates it from commodities and real estate in its ability to provide inflation protection, and where he sees opportunities in infrastructure asset class.
  continue reading

94 episodes

Artwork
iconShare
 
Manage episode 333783383 series 1157685
Content provided by ClearBridge Investments, LLC, ClearBridge Investments, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearBridge Investments, LLC, ClearBridge Investments, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Portfolio Manager Charles Hamieh breaks down how infrastructure acts as a pass-through for inflation and rising rates, what separates it from commodities and real estate in its ability to provide inflation protection, and where he sees opportunities in infrastructure asset class.
  continue reading

94 episodes

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