John Baldi, Portfolio Manager at ClearBridge Investments, examines the evolving US equity income landscape and shares his strategies for generating income and growth, while also aiming to manage risk in uncertain economic and market conditions.
Infrastructure has recently seen increased attention as broad equities have been weaker in 2022 due to inflation, rising interest rates, global supply chain disruptions from COVID-19 and the war in Ukraine. Shane Hurst, Portfolio Manager with ClearBridge Investments, discusses the opportunities and potential income benefits for investors in the space today.
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