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Franklin Templeton

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ClearBridge: Outlook for Infrastructure in 2024

January 31, 2024 | 1m 0s

Learning: Knowledge

Portfolio manager, Nick Langley, discusses how the market may be underestimating the chances of a recession or significant slowdown in 2024, the prospects for defensive asset classes like infrastructure as bond yields stabilize, and how infrastructure earnings are still growing strongly as they reflect the pass-through of inflation from 2022 and 2023.