Infrastructure’s inflation hedge is real, yet misunderstood

Shane Hurst  |  ClearBridge Investments  |  18 August 2022  |  0.50 CE

Infrastructure’s inflation hedge mechanisms are unique amongst real asset options but misunderstood by generalist investors. Investors grappling with allocation decisions for a future that ain’t what it used to be must understand how infrastructure’s unique inflation hedge characteristics protect companies and investors while allowing a tailwind of asset base growth to drive long-term total returns.

Presentation  (32 mins)  |  Slides

Podcast  (32 mins)

 

Shane Hurst

ABOUT THE FACULTY
Shane Hurst is Managing Director and Portfolio Manager at ClearBridge ...

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