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.

Infrastructure Insights
Listed Infrastructure Companies Provide a Powerful Hedge Against Inflation

Listed Infrastructure Companies Provide a Powerful Hedge Against Inflation

Portfolio Manager, Charles Hamieh presented at the Inside Network Income and Defensive Assets Symposium to discuss how listed infrastructure companies provide a powerful hedge against inflation.

More...
Anatomy of a Recession Market Outlook Video
AOR: US Economic and Market Views - August 2022 Update

AOR: US Economic and Market Views - August 2022 Update

For the economy to avert recession after a second straight negative quarter and a now yellow Recession Risk Dashboard, the Fed will likely need to make a dovish pivot.

More...
Anatomy of a Recession Market Outlook
AOR Update: Yellow Light for the Fed

AOR Update: Yellow Light for the Fed

For the economy to avert recession after a second straight negative quarter and a now yellow Recession Risk Dashboard, the Fed will likely need to make a dovish pivot.

More...
Infrastructure Insights
Investing in Infrastructure: Why Now?

Investing in Infrastructure: Why Now?

Infrastructure has recently seen increased attention as broad equities have been weaker in 2022 due to inflation, rising interest rates, global supply chain disruptions from COVID-19 and the war in Ukraine. 

More...
Anatomy of a Recession Market Outlook
The Long View: Are We There Yet?

The Long View: Are We There Yet?

In the latest Anatomy of a Recession update, Jeff discusses where equities ultimately bottom will depend on how well the economy and earnings hold up.

More...
Infrastructure Insights Market Outlook
Managing Portfolios in Volatile Markets

Managing Portfolios in Volatile Markets

Portfolio Manager Charles Hamieh discusses how investors can balance the desire for yield, diversification and sustainability in their portfolios during volatile markets.

More...
Infrastructure Insights Portfolio Insights
A Closer Look at the Listed Infrastructure Advantage

A Closer Look at the Listed Infrastructure Advantage

Liquidity, underlying asset risk, volatility, and sector-specific factors can separate listed and unlisted infrastructure.

More...
Anatomy of a Recession Market Outlook
AOR Update: Fast & Furious 75

AOR Update: Fast & Furious 75

In the latest Anatomy of a Recession update, Jeff and Josh trace the health of the labor market as key to taming inflation and achieving a softish landing for the economy. 

More...
Anatomy of a Recession Market Outlook
AOR Update: Will the Consumer Bend or Break?

AOR Update: Will the Consumer Bend or Break?

In the latest Anatomy of a Recession update, Jeff and Josh trace the health of the labor market as key to taming inflation and achieving a softish landing for the economy. 

More...
Market Outlook Video
Assessing Bear Market Conditions

Assessing Bear Market Conditions

CIO Scott Glasser answers questions on past bear markets and discusses how to make productive use of volatility.

More...
Anatomy of a Recession Market Outlook
AOR Update: Not Your Father's Energy Crisis

AOR Update: Not Your Father's Energy Crisis

Jeff and Josh compare the current oil price spike to the Arab oil embargo that sparked the 1973-75 recession but note that today’s economy is starting from a stronger foundation as reflected by a green signal for the Recession Risk Dashboard. Cracks are appearing, however, with commodities and credit spreads weakening to yellow during April.

More...
Infrastructure Insights Portfolio Insights
Equity Headwinds often an Infrastructure Tailwind

Infrastructure Has an Edge as a Long-Term Income Solution

With government bond yields low and in many cases delivering negative real yields, investors have had to look to additional asset classes to meet their income needs. A popular income solution for many is global listed infrastructure.

More...