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
Next Steps for the Energy Rally

Next Steps for the Energy Rally

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.

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Equity Insights
War Accelerates Secular Policy Shifts Across Europe

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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Equity Insights
Ukraine Invasion Triggers Volatility, Fed Still on Course

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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Equity Insights
Carbon Capture: Early Days of a $1 Trillion Industry?

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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Equity Insights Video
How Fears of the US Fed Tightening Are Causing Equity Volatility

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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Equity Insights
Variants Could Extend Growth Curve for Vaccine Makers

Variants Could Extend Growth Curve for Vaccine Makers

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.

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Equity Insights
Perspectives on China, the Evergrande Saga and Macau

Perspectives on China, the Evergrande Saga and Macau

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.

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Equity Insights Responsible Investing
Achieving ESG Goals with a Quality Approach to Value

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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Equity Insights Infrastructure Insights Portfolio Insights Video
Delivering Income from Infrastructure

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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Equity Insights Infrastructure Insights Responsible Investing Video
The Path to Net Zero is Driving Infrastructure Returns

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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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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Anatomy of a Recession Equity Insights
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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