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.
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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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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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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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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Global Value Improvers: A Value Approach to Delivering ESG Gains
ESG investing approaches typically focus on best-in-class companies in growth sectors, overlooking value sectors that carried poor sustainability profiles in the past but are today undertaking powerful new initiatives for improvement.
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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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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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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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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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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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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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Earnings in Focus as Bear Market Continues
CIO Scott Glasser analyses the current stage of the U.S. market drawdown, the likely impact on earnings from reduced liquidity and where to position portfolios as markets likely retest prior lows.
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