ClearBridge Investments expect dire need for infrastructure spending to underpin growth for the next decade and beyond.
Nick Langley, Portfolio Manager at Clearbridge Investments, a specialised investment manager from Franklin Templeton, on the impact of the US Inflation Act, the Ukraine war, and the need for energy security on the opportunity in infrastructure
80% of GDP generated in cities
$35bn in assets under management
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Managed by Dina Ting and Lorenzo Crosato