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.
2024 Infrastructure Outlook: Diversification Benefits Could Be Timely
Infrastructure’s inflation pass-through worked well in 2023, supporting earnings across the asset class, while its defense and diversification could make it valuable in 2024.
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Select Cyclical Exposure Looking More Interesting
Q1 2024 Infrastructure Income Commentary: We have been increasing our cyclical exposure through additions in U.S. rails as a restocking cycle should lift rail volumes, while adding selectively to towers and renewables on weakness we believe is transitory.
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Reshoring and Data Centers Support Select Utilities
Q1 2024 Infrastructure Value Commentary: Infrastructure assets trailed global equities in the first quarter amid a robust rally for equities, although March saw a reversal as cyclical strength and a slight sentiment shift for utilities helped infrastructure outperform.
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Developed Markets Income Strategy March Commentary
We remain constructive on and selective with U.S. utilities, where energy transition and data centre growth remain long-term positive drivers.
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Emerging Markets Strategy March Commentary
On a regional basis, Asia Pacific was the top contributor for the quarter, led by GDP-sensitive port and airport holdings.
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International Companies Drive Diabesity Innovation
Diabetes and obesity (“diabesity”) have rapidly become the largest opportunity in health care, with an estimated total long-term addressable market of $100 billion in the U.S. alone. Research & development outside the U.S. has provided actionable insights into the blockbuster market for diabesity treatments.
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The Long View: A Unique Cycle
The distinct nature of the current economic cycle appears to have tripped up many traditional recession indicators. Several leading indicators have improved over the last six months, including an upgrade of the ClearBridge Recession Risk Dashboard to yellow from red.
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Anatomy of a Recession Risk Dashboard
Recessions historically coincide with market downturns. Stay informed on the likelihood of a U.S. recession with the ClearBridge Investments Recession Risk Dashboard and Anatomy of a Recession program updated monthly.
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AOR Update: It's Looking Different
Unsynchronised post-pandemic business cycles look to have spoiled recession expectations, with the ClearBridge Recession Risk Dashboard moving from red to yellow, favouring a soft landing.
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AOR Update: Soft Landing Coming into View
The overall reading of the ClearBridge Recession Risk Dashboard, while still in red or recessionary territory, is nearing the threshold for yellow.
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Valuation of Infrastructure Assets Q4 2023
In our latest Valuation update, Portfolio Manager, Daniel Chu outlines the contributors to infrastructure returns in the fourth quarter of 2023, and weighs in on the factors impacting different infrastructure sectors across the globe.
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Unlock the Potential of Infrastructure Through Active Management
Portfolio Manager, Nick Langley highlights how the energy transition and reshoring of supply chains underline the need for active management in the infrastructure space.
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The Impact of Bond Yields on Infrastructure Assets
Portfolio Manager, Nick Langley outlines how bond yield volatility decreasing and recession worries growing in 2024 offer infrastructure twin tailwinds.
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