ClearBridge Global Infrastructure Income Strategy Q4 2023 Portfolio Manager Commentary

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By Daniel Chu, CFA, Charles Hamieh, Shane Hurst, & Nick Langley

Rate Pressures Ease for Renewables, Communications

Market Overview

Infrastructure and equity markets rallied into the end of the year, driven by a precipitous decline in interest rates as sustained disinflationary trends created an expectation that not only is the Fed finished raising rates, but rate cuts would also begin sooner and be more numerous than previously expected.…

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