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.
Delivering Income from Infrastructure
Portfolio Manager Charles Hamieh joins Matt Bushby for a discussion of how the team analyses the return profiles of infrastructure companies across the globe, from user-pays assets such as rails and airports to regulated utilities.
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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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COP26 Highlights Climate Opportunities in All Sectors
Public equities are moving the needle on the four goals of COP26 and ClearBridge is spurring and guiding this activity through our role as large shareholder, fiduciary and trusted partner in advising on sustainable business practices
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Income Strategy September Commentary
Economic activity continued to rebound amidst strong consensus expectations for corporate earnings and economic growth forecasts.
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Value Strategy September Commentary
Our global listed infrastructure strategy outperformed the range of infrastructure indices as well as global equities for the quarter.
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Emerging Markets Strategy September Commentary
COVID-19 vaccine rollouts gained pace in many regions, helping ease mobility restrictions despite the new Delta variant causing an increase in confirmed cases.
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The Long View: The Peak in Peaks
Headline risks around peak everything overlook rolling stock corrections in large swaths of the market and bearish investor sentiment, factors likely to soften the current drawdown.
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Infrastructure Has an Edge as a Long-Term Income Solution
With government bond yields at record lows 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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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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Perspectives on China, the Evergrande Saga and Macau
The current uncertainty and risks in China should be viewed in the context of the significant long-term investment opportunities in the region. We seek to align our investments with the recent reforms and the next stage of growth drivers.
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Infrastructure Index August Commentary
The Global Infrastructure Index seeks to provide focused exposure to infrastructure companies by analysing the actual sources of corporate cash flows rather than high-level industry classifications.
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Achieving ESG Goals with a Quality Approach to Value
An active approach to value investing enables a dual purpose of generating alpha and satisfying ESG objectives.
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Valuation of Infrastructure Assets Q2 2021
Listen to Portfolio Manager Nick Langley discuss how variant COVID-19 strains are leading to differentiation within the infrastructure asset class.
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The Path to Net Zero is Driving Infrastructure Returns
Watch Portfolio Manager Nick Langley and Head of Infrastructure Business Development Matt Bushby explain how Net Zero will impact infrastructure.
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