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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AOR Update: The Fed is Done, What's Next?
With the U.S. market and Federal Open Market Committee suggesting the rate hike cycle is complete, the first rate cut could come by May, a pause consistent with the Fed’s “higher for longer” messaging.
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Global Value Improvers: A Value Approach to Delivering ESG Gains
ESG investing approaches typically focus on best-in-class companies in growth sectors, overlooking value sectors that carried poor sustainability profiles in the past but are today undertaking powerful new initiatives for improvement.
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Infrastructure Opportunities Amid Uncertainty
Watch Portfolio Manager, Nick Langley discuss the drivers of recent listed infrastructure performance and highlight how stabilising real yields and strong company fundamentals are improving the outlook for the asset class.
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AOR Update: Not Always a Straight Line Down
Despite better than expected Q3 GDP, we remain cautious as consumption has historically remained strong right up until or even past the start of previous recessions.
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The Long View: The Crux
The toughest test for investors lies ahead as stimulus and consumer resilience fade while lagged effects of rate hikes take hold.
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Higher Deficits to Impact Equity Valuations, Market Leadership
The U.S. interest burden is set to move higher in the coming decade and could eclipse the previous peak seen in the late 1980s and early 1990s.
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Total Returns Set Infrastructure Apart from Equities and Bonds
Listed infrastructure’s defensiveness relative to other equities and its ability to provide long-term capital growth over an economic cycle relative to bonds offer differentiation in an environment of macroeconomic uncertainty and higher bond yields.
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AOR Update: Lower Yields, So What?
The 10-year U.S. Treasury yield is likely to decline in the coming year, creating catalysts for equity valuations and influencing market leadership.
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The Power of Infrastructure: Stability and Growth in Volatile Markets
In times of economic uncertainty and market volatility, investors turn to strategies that offer a balance of stability and growth. One asset class that is capturing increasing attention is global listed infrastructure.
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AOR Update: When To Expect A Recession?
Considering the timeline from initial rate hike to contraction, the horizon for a recession could be between mid-2023 and mid-2024.
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The Long View: Who's Right?
2Q23 Commentary: The second half could see a tug of war between market expectations for a soft landing and more cautious economic forecasts.
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