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.
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.
More...European countries realise they will need greater stimulus and investment in renewable energy to obtain security.
More...Military invasions have historically created an equity market low with U.S. stocks becoming increasingly volatile over the last several trading days.
More...Even the most ambitious emission-reduction scenarios suggest carbon capture solutions are needed to achieve full decarbonisation.
More...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.
More...The emergence of the COVID-19 Omicron variant shows the fight against the virus is ongoing and that COVID-19 could transition to an endemic virus.
More...The current uncertainty and risks in China should be viewed in the context of the significant long-term investment opportunities in the region. We seek to align our investments with the recent reforms and the next stage of growth drivers.
More...An active approach to value investing enables a dual purpose of generating alpha and satisfying ESG objectives.
More...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.
More...Watch Portfolio Manager Nick Langley and Head of Infrastructure Business Development Matt Bushby explain how Net Zero will impact infrastructure.
More...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.
More...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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