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.
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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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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Carbon Capture: Early Days of a $1 Trillion Industry?
Even the most ambitious emission-reduction scenarios suggest carbon capture solutions are needed to achieve full decarbonisation.
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How Fears of the US Fed Tightening Are Causing Equity Volatility
In this video, Chief Investment Officer, Scott Glasser explains how reduced liquidity, inflation and supply chain issues are causing an adjustment period for US equities.
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Opportunities and Mega-Trends for Infrastructure
Infrastructure is at the centre of several well recognised and long term thematics, including COVID recovery stimulus programmes, net-zero and the path to decarbonisation, transport efficiency and digital connectivity. In this video Portfolio Manager, Nick Langley explains the impact of Public Policy globally and how investors can benefit from these opportunities and mega-trends.
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Achieving ESG Goals with a Quality Approach to Value
An active approach to value investing enables a dual purpose of generating alpha and satisfying ESG objectives.
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Delivering Income from Infrastructure
Portfolio Manager Charles Hamieh joins Matt Bushby for a discussion of how the team analyses the return profiles of infrastructure companies across the globe, from user-pays assets such as rails and airports to regulated utilities.
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The Path to Net Zero is Driving Infrastructure Returns
Watch Portfolio Manager Nick Langley and Head of Infrastructure Business Development Matt Bushby explain how Net Zero will impact infrastructure.
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Infrastructure and the Move Toward Net-Zero Emissions
In this ClearBridge perspective, Portfolio Manager Shane Hurst discusses how Infrastructure has a key role in the move toward decarbonisation and net-zero, with opportunities as well as challenges for different infrastructure sectors.
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Infrastructure's role in a portfolio
Watch Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby discuss how infrastructure fits into an investors portfolio and how it differs from traditional equities or listed property.
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U.S. Demographics Not All Doom and Gloom
A growing middle-age population in the coming two decades should support equity markets as the millennial generation enters its peak economic and investment years.
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GameStop Saga Invites Scrutiny of Brokerage Practices
We do not anticipate material bottom line impacts to brokers, but the discussion around payment for order flow bears watching.
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