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.
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Anatomy of a Recession
Australian Equity Insights
Emerging Markets Insights
Global Equity Insights
Infrastructure Insights
Market Outlook
Responsible Investing
Videos
Webinars
Emerging Markets Insights
Portfolio Insights
Under the Radar: Why Now is the Time for Emerging Markets
Structural growth factors such as advancements in technology, compelling relative valuations as well as a stable U.S. dollar enhance the attractiveness of emerging markets.
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Emerging Markets Insights
Portfolio Insights
Asian AI Exposure Drives Outperformance
Q3 2025 Emerging Markets Strategy Commentary
The Strategy was supported by strong contributions from our AI and technology-related holdings in China, Taiwan and South Korea.
Emerging Markets Insights
Global Equity Insights
China Emerging as Global Biotechnology Player
Evolving from its fast follower approach, an expanding number of Chinese biotech companies are licensing new compounds to multinational pharmaceutical firms.
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