Perspectives

AOR Insights: What a Difference a Week Makes

Q&A: Shifting U.S. Sustainability Priorities Resonate Globally

As the new U.S. administration enters the global stage, Portfolio Managers Jean Yu and Benedict Buckley discuss whether and how sustainability priorities are changing, both in the U.S. and globally.

AOR Update: Recession or Vibecession?

ClearBridge Investments 2025 Stewardship Report

Our eighth annual stewardship report efforts offers an in-depth view of the latest in ESG integration and sustainability investing at ClearBridge, including how we are engaging with portfolio companies and voting proxies on pressing environmental, social and governance issues.

The Long View: Diversification for Uncharted Waters

While the U.S. has outperformed long term, international equities tend to pick up the slack when domestic markets falter.

Infrastructure Poised to Mostly Weather Tariff Storm

A new regime of tariffs will likely create the need for more infrastructure to support reshoring, while utilities' lack of exposure to international trade may bolster their defensiveness.

The Rising Case for Non-U.S. Equities

Massive fiscal reforms in Europe and resolution of the Russia-Ukraine war could help close the leadership gap between the U.S. and the rest of the world.

International Does Heavy Lifting For a Change

Q1 2025 Global Growth Strategy Commentary: Global equities outside the U.S. outperformed as increasing policy uncertainty under the new Trump administration spurred investors to look overseas.

AOR Update: As Good as It Gets?

Renewables Under Trump: Likely Better than Expected

Changes to the Inflation Reduction Act should be less than the market anticipates and ultimately have a muted impact on the strong short- and long-term renewables outlook.

AOR Update: The Average Stock Selection

The Long View: Mean Reversion or Gambler's Fallacy?

Two years of strong gains don’t make U.S. equities due for a pullback, as the market has typically continued to climb.