For investors seeking reliable income, global diversification and inflation protection, specialist listed infrastructure portfolios aims to provide all three.

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 Insights Market Outlook Video
Infrastructure Outlook in 2022: Defensive Growth, or Just Defense?

Infrastructure Outlook in 2022: Defensive Growth, or Just Defense?

In an uncertain macroeconomic environment, the certainty of future earnings and growth will be key: infrastructure and utilities significantly outperform other equities on this measure.

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Podcasts

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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Portfolio Insights
Value Strategy December Commentary

Value Strategy December Commentary

Macroeconomic factors continued to focus on the outlook for Fed policy given the current environment of higher inflation, with market expectations for a faster pace of interest rate hikes compared to previous months.

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Portfolio Insights
Income Strategy December Commentary

Income Strategy December Commentary

The ClearBridge Global Infrastructure Income Strategy outperformed the S&P Global Infrastructure Index during the fourth quarter as well as global equities as represented by the MSCI ACWI.

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Portfolio Insights
Emerging Markets Strategy November Commentary

Emerging Markets Strategy November Commentary

The spread of the Omicron variant has started to impact mobility globally, although the severity of the new variant seems milder than previous strains. Markets remain volatile in response.

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Anatomy of a Recession Market Outlook
AOR Update: The Long View: 2022 - The Year of Transition

AOR Update: The Long View: 2022 - The Year of Transition

We expect more volatile equity markets with more muted returns than the last two years as the macro environment undergoes a shift in terms of phase of the economic cycle, the pandemic, monetary policy and fiscal stimulus.

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Infrastructure Insights Video
Protect Your Portfolio Against Rising Inflation

Protect Your Portfolio Against Rising Inflation

In this video Portfolio Manager, Shane Hurst discusses how infrastructure investors can get exposure to a set of assets that can protect their portfolios from rising inflation while also delivering attractive income with the potential for capital growth.

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Industry Insights Infrastructure Insights Market Outlook Video
Opportunities and Mega-Trends for Infrastructure

Opportunities and Mega-Trends for Infrastructure

Infrastructure is at the centre of several well recognised and long term thematics, including COVID recovery stimulus programmes, net-zero and the path to decarbonisation, transport efficiency and digital connectivity. In this video Portfolio Manager, Nick Langley explains the impact of Public Policy globally and how investors can benefit from these opportunities and mega-trends.

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Anatomy of a Recession Market Outlook
Anatomy of a Recession Risk Dashboard

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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Market Outlook
U.S. Equity Outlook: Markets Gird for Reduced Liquidity

U.S. Equity Outlook: Markets Gird for Reduced Liquidity

In our U.S. Equity Outlook: “Markets Gird for Reduced Liquidity” Chief Investment Officer, Scott Glasser explains the importance of small caps contributing to market breadth and advocates a balanced approach among growth and value stocks as liquidity is withdrawn from the economy.

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Market Outlook Video
AssetTV Global Equity Outlook for 2022

AssetTV Global Equity Outlook for 2022

In a recently released AssetTV video Portfolio Managers, Margaret Vitrano, Elisa Mazen and Dmitry Khaykin highlight their views on inflation, Omicron and regulatory risks and discuss where they see the best opportunities in U.S. and international markets in the year ahead. 

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Market Outlook
Variants Could Extend Growth Curve for Vaccine Makers

Variants Could Extend Growth Curve for Vaccine Makers

The emergence of the COVID-19 Omicron variant shows the fight against the virus is ongoing and that COVID-19 could transition to an endemic virus.

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Responsible Investing
Acquiring a Taste for Climate-Friendly Food

Acquiring a Taste for Climate-Friendly Food

Dimitry Dayen and Rob Buesing break down how agriculture is evolving to fight climate change through plant-based foods and other budding technologies.

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Responsible Investing
An Active Bet on Emissions Reductions in Energy Sector

An Active Bet on Emissions Reductions in Energy Sector

The focus of the energy transition is on shifting the incredibly complex power supply curve from thermal-based sources of energy to renewable energy, while still allowing demand for energy to keep growing.

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