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.
Emerging Markets Equity Outlook: Tides are Turning
Structural market drivers remain, with technology surging on strong earnings, China recovering and India offering long term opportunities.
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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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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.
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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