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.

Equity Insights
Preparing, Persisting Through a Bank Crisis

Preparing, Persisting Through a Bank Crisis

The speed with which March’s bank crisis unfolded illustrated the need for both pre-emptive and proactive approaches to risk management.

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Anatomy of a Recession Market Outlook Video
U.S. Recession Likelihood in 2023

U.S. Recession Likelihood in 2023

Listen to Jeff Schulze discuss the likelihood of a recession in the U.S., detail factors contributing to inflation, and outline the implications of these developments for investors.

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Anatomy of a Recession Market Outlook
AOR Update: The Dominoes Are Falling

AOR Update: The Dominoes Are Falling

The ClearBridge Recession Risk Dashboard saw three negative signal changes this month in Truck Shipments, Jobless Claims and Job Sentiment, pushing it deeper into red or recessionary territory and suggesting a significant downshift in the economy.

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Responsible Investing
ClearBridge Investments 2023 Stewardship Report

ClearBridge Investments 2023 Stewardship Report

A compendium of our recent best thinking on the impact of ESG integration and engagement, ClearBridge Investments' 2023 Stewardship Report is an index to topics that will dominate investment conversations in the months and years ahead.

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Anatomy of a Recession Market Outlook
The Long View: They're Here!

The Long View: They're Here!

Bank failures in March marked the first lagged effect from the Fed’s aggressive tightening cycle. Broader risks may materialise later this year as tighter lending standards reduce credit availability, weighing on GDP growth.

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Infrastructure Insights
Testing Infrastructure's Resilience Amid Heightened Uncertainties

Testing Infrastructure's Resilience Amid Heightened Uncertainties

In both short-term and long-term scenarios, the effect of the changes in macro variables on infrastructure returns is positive in most cases.

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Anatomy of a Recession Market Outlook
AOR Update: Bank Crisis Recalibrates the Fed's Path

AOR Update: Bank Crisis Recalibrates the Fed's Path

Irrespective of what the Fed ultimately decides, it seems probable that lending standards will tighten further meaning less access to credit for borrowers and a higher cost of capital, resulting in slower economic growth. 

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Anatomy of a Recession Market Outlook
AOR Update: Soft Landing Head Fake or the Real McCoy?

AOR Update: Soft Landing Head Fake or the Real McCoy?

We continue to believe a recession is more likely than a soft landing, given many of these data points are lagging or coincident in nature.

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Responsible Investing
ESG in the Political Spotlight

ESG in the Political Spotlight

Hyperbolic rhetoric has caused public confusion about the merits of ESG investing and whether it is an appropriate consideration for fiduciaries, with exclusion of investment products that consider ESG analysis in some states reducing the options retirement plans are able to offer employees.

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Equity Insights
Risk is Not a Four-Letter Word

Risk is Not a Four-Letter Word

Risk is an essential component of the investment process that we must take on to accomplish our goal of delivering attractive long-term returns.

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Anatomy of a Recession Market Outlook
AOR Update: A Headwind, Not a Hurricane

AOR Update: A Headwind, Not a Hurricane

While housing has been on the leading edge of the current downturn, the threat of higher interest rates will likely be muted relative to history.

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Market Outlook Responsible Investing
Global ESG Outlook: More Scrutiny on Sustainable Investments

Global ESG Outlook: More Scrutiny on Sustainable Investments

Regulation, biodiversity and human and labor rights should remain a focus for sustainability-minded investors in 2023.

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