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    <title>Market Narratives: Clearbridge Episode for Top1000Funds</title>
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    <description>Market Narratives is a podcast series hosted by Alex Proimos, head of institutional content, at Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. 

Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.</description>
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Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.</itunes:summary>
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      <title>Nick Langley | Redefining the infrastructure universe, valuation risks and the impact of the macroeconomic cycle</title>
      <itunes:title>Nick Langley | Redefining the infrastructure universe, valuation risks and the impact of the macroeconomic cycle</itunes:title>
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        <![CDATA[<p>All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.</p>]]>
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      <itunes:author>Alex Proimos</itunes:author>
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      <itunes:summary>In this episode, Alex Proimos speaks with Nick Langley, portfolio manager of global listed infrastructure strategies at ClearBridge Investments.

This episode discusses the evolution and breadth of the global infrastructure universe, the various valuation issues facing investors as they factor in the sensitivity of interest rates, cash flow assumptions, regulatory and public policy changes, portfolio construction in line with the macroeconomic cycle and the ESG data issues prevalent to infrastructure investing.</itunes:summary>
      <itunes:subtitle>In this episode, Alex Proimos speaks with Nick Langley, portfolio manager of global listed infrastructure strategies at ClearBridge Investments.

This episode discusses the evolution and breadth of the global infrastructure universe, the various valuati</itunes:subtitle>
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