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.
The potential of AI and data growth to drive significant infrastructure investment represents an emerging long-term thematic driver for the listed infrastructure asset class.
Read full articleRecorded by our fund managers; they share their views on what’s happening in global economies, the markets and our strategies.
Listen to our latest PodcastTrump’s pro-business tax and regulatory policies should boost the outlook for corporate profits enough to offset headwinds from tariffs and higher bond yields.
More...Q3 2024 Global Growth Strategy Commentary: The Strategy underperformed in an environment favoring value and international shares primarily due to weakness among our U.S. holdings.
More...Election outcomes will determine government policy across four key areas impacting the economy and equity markets: taxes, regulation, trade and fiscal spending.
More...Q3 2024 Infrastructure Income Strategy Commentary: A market rotation to a mixture of defensive, commodity- and rate-sensitive securities benefited listed infrastructure.
More...Q3 2024 Global Infrastructure Value Strategy Commentary: The defensive and income-producing qualities of infrastructure should continue to become more apparent and reflected in market pricing.
More...A healthier U.S. economy, the start of a rate cutting cycle and aggressive Chinese stimulus all improve the chances of a soft landing.
More...We remain defensively positioned as impacts of tightened financial conditions continue to impact the economy.
More...September was a positive month for global markets, as the beginning of the rate cut cycle in the U.S., news of upcoming Chinese stimulus and a broadening of market leadership helped bolster global equities broadly.
More...China’s bazooka stimulus package symbolised a turning point of growth narrative of emerging markets.
More...A new emphasis on corporate governance has helped to revitalise the Japanese market by improving corporate profitability and shareholder engagement while better integrating sustainability disclosures.
More...The Strategy outperformed its benchmark, led by stock selection in Japan, the U.K. and the industrials sector, which more than offset detractors in Europe and the materials sector.
More...In this environment, we believe infrastructure’s defensive qualities and its income stability will become more apparent, as has been evident during recent market selloffs.
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