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This fundie says AGL Energy is set to go on a tear. Here’s why

The Australian Financial Review (AFR) •
October 22, 2026 • 05:00 AM
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ClearBridge’s Andrew Chambers says the $6.7 billion fund manager sees “material upside” in AGL’s shares. He’s also bullish on REITs, APA Group and Transurban.

This fundie says AGL Energy is set to go on a tear. Here’s why

Andrew Chambers is the portfolio manager of ClearBridge Investments’ real income fund. The Melbourne-based team oversees more than $6.7 billion in assets.

The fund invests in rate-sensitive sectors such as property and infrastructure, which are under pressure. Where have you found pockets of resilience?

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