Perspectives
Stay up-to-date with the current investment and macroeconomic issues at ClearBridge Investments. We provide analyses of the themes and trends which lie at the heart of your investment challenges.
Infrastructure Has an Edge as a Long-Term Income Solution
With government bond yields low and in many cases delivering negative real yields, investors have had to look to additional asset classes to meet their income needs. A popular income solution for many is global listed infrastructure.
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Recorded by our fund managers; they share their views on what’s happening in global economies, the markets and our strategies.
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Valuation of Infrastructure Assets Q1 2022
In our latest Valuations update, Portfolio Manager Nick Langley discusses how the macro environment is impacting the listed infrastructure asset class and highlights the valuations of different regions and sectors.
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AOR Update: Not Your Father's Energy Crisis
Jeff and Josh compare the current oil price spike to the Arab oil embargo that sparked the 1973-75 recession but note that today’s economy is starting from a stronger foundation as reflected by a green signal for the Recession Risk Dashboard. Cracks are appearing, however, with commodities and credit spreads weakening to yellow during April.
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Anatomy of a Recession Risk Dashboard
Recessions historically coincide with market downturns. Stay informed on the likelihood of a US recession with the ClearBridge Investments Recession Risk Dashboard and Anatomy of a Recession program updated monthly.
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ClearBridge 2022 Stewardship Report
The annual report highlights salient engagements ClearBridge has had with management teams at both large cap and small cap portfolio companies on pressing sustainability issues and details how we are assessing sustainability risks and opportunities such as climate change and diversity, equity & inclusion across the firm.
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Value Strategy March Commentary
The outlook for interest rates and inflation continue to cause volatility in markets following the conflict between Ukraine and Russia. We expect this volatility to continue as the market digests the impact on inflation and global growth.
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Income Strategy March Commentary
Geopolitical risks, ongoing COVID-19 disruption, supply chain issues and high inflation continue to reduce expectations for economic growth, although a recession is still not considered the base case.
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Developed Markets Income Strategy March Commentary
Our global listed infrastructure strategies outperformed global equities for the month.
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Emerging Markets Strategy March Commentary
In emerging markets, the Chinese equity market, in particular, experienced weakness due to COVID outbreaks and lockdowns, coupled with internet sector concerns from a regulatory crackdown and ADR de-listing threats.
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The Long View: When Doves Cry
Our latest Anatomy of a Recession update discusses how when even the most notable doves call out the risk of inflation, investors should take the Fed seriously.
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War Accelerates Secular Policy Shifts Across Europe
European countries realise they will need greater stimulus and investment in renewable energy to obtain security.
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AOR Update: Resilience in Wartime
While a European slowdown would be a headwind for U.S. growth, the expansion is slowing from elevated levels and recession risks remain low.
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Ukraine Invasion Triggers Volatility, Fed Still on Course
Military invasions have historically created an equity market low with U.S. stocks becoming increasingly volatile over the last several trading days.
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