Ambitious capital spending on generative AI projects by hyperscalers, which we view as a once-in-a-decade cycle, represents a meaningful tailwind for technology infrastructure providers supplying the picks and shovels to run large language models.
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.
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Anatomy of a Recession
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Global Equity Insights
Market Outlook
Midyear U.S. Equity Outlook: Looking Toward 2026 for Upside
While we are neutral on stocks near-term due to tariff uncertainty and valuations, multiple catalysts could drive an earnings acceleration in 2026 as current risks dissipate.
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Global Equity Insights
Portfolio Insights
AI Rally Buoys Global Growth Stocks
Q2 2025 Global Growth Strategy Commentary
Strategy outperformance was boosted by communication services and AI-indexed holdings and across the U.S., Europe Ex U.K. and emerging markets.
Global Equity Insights
Portfolio Insights
Global Improvers At Heart of Converging Trends
Q2 2025 Global Value Improvers Strategy Commentary
A weakening U.S. dollar and a repatriation of capital from the U.S. by overseas investors bolstered strong performance in international industrials and IT sectors.
Emerging Markets Insights
Global Equity Insights
China Emerging as Global Biotechnology Player
Evolving from its fast follower approach, an expanding number of Chinese biotech companies are licensing new compounds to multinational pharmaceutical firms.
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Global Equity Insights
Q&A: Shifting U.S. Sustainability Priorities Resonate Globally
As the new U.S. administration enters the global stage, Portfolio Managers Jean Yu and Benedict Buckley discuss whether and how sustainability priorities are changing, both in the U.S. and globally.
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Global Equity Insights
The Rising Case for Non-U.S. Equities
Massive fiscal reforms in Europe and resolution of the Russia-Ukraine war could help close the leadership gap between the U.S. and the rest of the world.
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Global Equity Insights
Portfolio Insights
International Does Heavy Lifting For a Change
Q1 2025 Global Growth Strategy Commentary: Global equities outside the U.S. outperformed as increasing policy uncertainty under the new Trump administration spurred investors to look overseas.
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Global Equity Insights
Infrastructure Insights
Year of the Election: Why New Global Leadership Matters
While Donald Trump’s presidential victory has dominated global headlines, a number of key election results outside the U.S. could have significant impacts on international markets going forward.
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Global Equity Insights
Market Outlook
U.S. Equity Outlook: Guarded Optimism Amid Bullishness
CIO, Scott Glasser explains why he expects U.S. returns to be more subdued but positive in the year ahead given ample liquidity, healthy corporate profits and animal spirits buoyed by expectations of a pro-growth, deregulatory agenda.
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Anatomy of a Recession
Global Equity Insights
Market Outlook
U.S. Economic Outlook: Will U.S. Exceptionalism Continue?
Most key components of exceptional relative U.S. economic growth remain intact, supporting our forecast for a better than expected expansion in 2025.
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Global Equity Insights
Governance Reforms Power Japan Forward
A new emphasis on corporate governance has helped to revitalise the Japanese market by improving corporate profitability and shareholder engagement while better integrating sustainability disclosures.
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