Should You Hold Constellation Energy (CEG) For the Long Term?

ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” first quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter infrastructure assets lagged behind global equities amid a strong rally in equities. The Strategy underperformed in the first quarter relative to the S&P Global Infrastructure Index and on a U.S. dollar basis. Overweight exposure to the rail and renewables sectors...