ClearBridge Investments' 2026 infrastructure outlook highlights that listed infrastructure is benefiting from a convergence of structural tailwinds—AI driven power demand, decarbonization mandates, and aging network replacement—creating what the firm describes as unprecedented regulated earnings growth with visibility extending 7 to 10 years.

As U.S. federal and state debt levels climb and institutional investors seek inflation-protected, long-duration assets, infrastructure has emerged as one of private markets' fastest-growing categories—yet the massive opportunity to privatize government-owned assets remains largely untapped.