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.

Equity Insights
International Companies Drive Diabesity Innovation

International Companies Drive Diabesity Innovation

Diabetes and obesity (“diabesity”) have rapidly become the largest opportunity in health care, with an estimated total long-term addressable market of $100 billion in the U.S. alone. Research & development outside the U.S. has provided actionable insights into the blockbuster market for diabesity treatments.

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Anatomy of a Recession Equity Insights Market Outlook
U.S. Economic Outlook: Beware Lagged Effects

U.S. Economic Outlook: Beware Lagged Effects

The economy is at the crux of this cycle, the most difficult period of headwinds. We expect the lagged effects of Fed tightening to slow economic growth during the first half of 2024 and we continue to maintain our base case of a recession as we move through this period.

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Equity Insights Market Outlook
U.S. Equity Outlook: Market Breadth to Dictate Bullishness

U.S. Equity Outlook: Market Breadth to Dictate Bullishness

CIO, Scott Glasser explains the importance of greater market participation to extend the current bull market and why high-quality defensive stocks, particularly in health care, are positioned to hold up better than the current mega cap leaders in an economic downturn.

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Equity Insights
Preparing, Persisting Through a Bank Crisis

Preparing, Persisting Through a Bank Crisis

The speed with which March’s bank crisis unfolded illustrated the need for both pre-emptive and proactive approaches to risk management.

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Equity Insights
Risk is Not a Four-Letter Word

Risk is Not a Four-Letter Word

Risk is an essential component of the investment process that we must take on to accomplish our goal of delivering attractive long-term returns.

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Equity Insights Market Outlook
U.S. Equity Outlook: Patiently Waiting for a Durable Bottom

U.S. Equity Outlook: Patiently Waiting for a Durable Bottom

We see 2023 shaping up to be a tale of two halves. Heading into the new year, we continue to favour value stocks with defensive characteristics. However, as market participants become convinced the bear market is over, leadership should rotate toward small cap and more aggressive, higher risk stocks.

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Anatomy of a Recession Equity Insights Market Outlook
AOR U.S. Economic Outlook: Recession the Path of Least Resistance

AOR U.S. Economic Outlook: Recession the Path of Least Resistance

The ClearBridge Recession Risk Dashboard has been flashing a red or recessionary signal for the past four months, consistent with our view that a recession is likely to occur in the U.S. in the next 12 months.

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Equity Insights Responsible Investing
Inflation Reduction Act Deepens the Decarbonisation Bench

Inflation Reduction Act Deepens the Decarbonisation Bench

The U.S. Inflation Reduction Act offers strong tailwinds for ClearBridge holdings in the renewable energy and electric vehicle supply chains, as well as companies helping the climate with solutions in buildings and energy efficiency.

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Equity Insights Responsible Investing
An ESG Framework for Extractive Industries

An ESG Framework for Extractive Industries

In our latest white paper, we examine the key ESG considerations required for investing in minerals necessary for the energy transition. They offer a framework for engaging mining companies on ESG risks and outline some best practices ClearBridge has identified.

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Equity Insights
Next Steps for the Energy Rally

Next Steps for the Energy Rally

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.

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Equity Insights
War Accelerates Secular Policy Shifts Across Europe

War Accelerates Secular Policy Shifts Across Europe

European countries realise they will need greater stimulus and investment in renewable energy to obtain security.

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Equity Insights
Ukraine Invasion Triggers Volatility, Fed Still on Course

Ukraine Invasion Triggers Volatility, Fed Still on Course

Military invasions have historically created an equity market low with U.S. stocks becoming increasingly volatile over the last several trading days.

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