Perspectives

AOR Update: Flexing the Edge

Global Infrastructure Income Strategy May Commentary

Tariffs are unlikely to have a meaningful impact on utility earnings given they service domestic catchments with electricity, gas and water, and are not directly exposed to international trade.

Global Infrastructure Value Strategy May Commentary

Listed infrastructure delivered strong absolute gains in May, participating well in a global equity rally in a month in which a series of trade deals and de-escalations in U.S. trade policy drove a more positive sentiment for growth and risk assets.

Developed Markets Infrastructure Income Model May Commentary

Among listed infrastructure, a brighter trade outlook helped GDP-sensitive infrastructure such as airports, rails and toll roads outperform.

Global Growth Strategy May Commentary

Global equities delivered broad gains in May as a potential détente in U.S. trade policy and the tailwinds of policy stimulus outside the U.S. lifted shares. North America was the only region to outperform the 5.14% return in local currency of the benchmark MSCI All Country World Index.

Infrastructure Steady as Equities Swing

Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted basis, and could have room to run.

AOR Insights: What a Difference a Week Makes

Q&A: Shifting U.S. Sustainability Priorities Resonate Globally

As the new U.S. administration enters the global stage, Portfolio Managers Jean Yu and Benedict Buckley discuss whether and how sustainability priorities are changing, both in the U.S. and globally.

Valuation of Infrastructure Assets Q1 2025

In our latest Valuation update, Portfolio Manager, Simon Ong, discusses the latest trends affecting the infrastructure asset class and reviews current valuations.

AOR Update: Recession or Vibecession?

ClearBridge Investments 2025 Stewardship Report

Our eighth annual stewardship report efforts offers an in-depth view of the latest in ESG integration and sustainability investing at ClearBridge, including how we are engaging with portfolio companies and voting proxies on pressing environmental, social and governance issues.

Global Value Improvers Strategy April Commentary

Despite market noise, there remain many durable themes, such as the energy transition and artificial intelligence deployment, that we will look to add to opportunistically.