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 Infrastructure Insights Responsible Investing
Infrastructure and the Move Toward Net-Zero Emissions

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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Equity Insights Infrastructure Insights Video
Infrastructure's role in a portfolio

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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Equity Insights Market Outlook
U.S. Demographics Not All Doom and Gloom

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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Equity Insights
GameStop Saga Invites Scrutiny of Brokerage Practices

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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