UPCOMING CPD ACCREDITED WEBINAR | Wednesday 7 August, 11am (AEST)
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.
CIO Scott Glasser analyses the current stage of the U.S. market drawdown, the likely impact on earnings from reduced liquidity and where to position portfolios as markets likely retest prior lows.
More...ClearBridge Investments is proud to be named a Responsible Investment Leader by the Responsible Investment Association Australasia in its landmark annual study. This recognises our commitment to responsible investing and attributes as an investment manager.
More...The overall signal in the ClearBridge Recession Risk Dashboard has worsened from yellow to red, with the Money Supply indicator also changing from yellow to red and deterioration in several indicators that did not move enough to trigger signal changes.
More...Portfolio Manager, Chris Eades and Energy Analyst, Adam Meyers highlight how a tight global supply backdrop and resilient demand even in a recession scenario bode well for U.S. oil and natural gas production.
More...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...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...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 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...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...Portfolio Manager Charles Hamieh discusses how investors can balance the desire for yield, diversification and sustainability in their portfolios during volatile markets.
More...Liquidity, underlying asset risk, volatility, and sector-specific factors can separate listed and unlisted infrastructure.
More...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.
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