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.

Anatomy of a Recession Market Outlook
AOR Update: The Anti-Taper Tantrum

AOR Update: The Anti-Taper Tantrum

With the economy recovering, removing QE is a step toward more normal but still accommodative monetary policy ahead of eventual rate hikes.

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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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Anatomy of a Recession Market Outlook
AOR Blog: Red Light, Green Light

AOR Blog: Red Light, Green Light

Despite some investor worries about stagflation risks, solid 3Q earnings and a green signal for the ClearBridge Anatomy of a Recession Risk Dashboard suggest the US economy remains robust.

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Responsible Investing
COP26 Highlights Climate Opportunities in All Sectors

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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Anatomy of a Recession Market Outlook
The Long View: The Peak in Peaks

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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Market Outlook
Perspectives on China, the Evergrande Saga and Macau

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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Anatomy of a Recession Market Outlook
Anatomy of a Recession: The More Things Change...

Anatomy of a Recession: The More Things Change...

The overall economic backdrop remains healthy as illustrated by a continued green signal for the ClearBridge Recession Risk Dashboard, despite softer Retail Sales and consumer confidence.

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Anatomy of a Recession Market Outlook
Anatomy of a Recession: Mid-Cycle Transition No Reason to Sell

Anatomy of a Recession: Mid-Cycle Transition No Reason to Sell

Despite a weaker than expected second quarter GDP print, we continue to believe the economy is undergoing a somewhat typical handoff from the early- to mid-cycle.

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Industry Insights Responsible Investing
Achieving ESG Goals with a Quality Approach to Value

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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Anatomy of a Recession Market Outlook
The Long View: Waiting for a Pullback?

The Long View: Waiting for a Pullback?

Today’s ebullient macro and market environment is likely to give way to a period of slower, yet still robust, economic and earnings growth powerful enough to elongate the current bull market.

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