US EditionClearBridge Investments: Infrastructure poised to mostly weather US tariff storm - IFA Magazine
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ClearBridge Investments: Infrastructure poised to mostly weather US tariff storm - IFA Magazine
Nick Langley, Portfolio Manager at ClearBridge Investments provides his view that a new regime of tariffs will likely create the need for more infrastructure to support reshoring, while utilities’ lack of exposure to international trade may bolster their defensiveness. After shrugging off the risks for months, markets have been waking up to the reality of a new—if ever-changing—tariff regime from the US market reaction has become increasingly vo…
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