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 Market Outlook
Midyear Equity Outlook: Rotation Seems Inevitable

Midyear Equity Outlook: Rotation Seems Inevitable

While second-half profit expectations are likely to be reduced, we believe weakness will be contained, and the U.S. economy will avoid a recession.

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Equity Insights
Transports Poised for Delayed Recovery

Transports Poised for Delayed Recovery

An extended contraction in U.S. manufacturing activity has left the transports industry mired in a freight recession, yet the emergence of reshoring and improving operating efficiencies leave high-quality operators attractively positioned for an economic recovery.

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Equity Insights Portfolio Insights
Global Value Improvers Strategy Commentary May

Global Value Improvers Strategy Commentary May

Global equities rose in May, spurred by stabilising inflation indicators in the U.S. and largely positive corporate earnings.

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Equity Insights Portfolio Insights
Global Growth Strategy May Commentary

Global Growth Strategy May Commentary

Growth stocks outperformed value in May, with the main drivers of growth outperformance being U.S. mega cap stocks in information technology (IT) and communication services.

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Equity Insights Portfolio Insights Video
Introducing Global Growth

Introducing Global Growth

In this video, Portfolio Manager, Michael Testorf is joined by Head of APAC Business Development, Matt Bushby to introduce the Global Growth Strategy. Come along as they explore the Strategy and it's objectives.

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Equity Insights Portfolio Insights Video
Introducing Global Value Improvers

Introducing Global Value Improvers

Join Portfolio Manager, Grace Su as she delves into the investment philosophy supporting the ClearBridge Global Value Improvers Strategy, and explores what the Strategy aims to achieve.

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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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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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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
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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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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