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.
Global Value Improvers Strategy Commentary August
As valuations have recovered and market expectations have risen, the focus remains on finding idiosyncratic opportunities where structural improvement is underappreciated and can persist irrespective of macroeconomic outcomes.
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Global Growth Strategy Commentary August
Global equities delivered mostly positive performance in August, boosted by the prospect of the U.S. joining other developed economies in reducing interest rates.
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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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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 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.
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 Growth Strategy May Commentary
Global equities delivered broad gains in May as a potential détente in U.S. trade policy and the tailwinds of policy stimulus outside the U.S. lifted shares. North America was the only region to outperform the 5.14% return in local currency of the benchmark MSCI All Country World Index.
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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 Growth Strategy April Commentary
Global equities delivered mixed results in April, with some regions persevering better than others through continued volatility in global economic relations as the Trump administration unveiled “Liberation Day” tariffs against all U.S. trading partners.
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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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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 Value Improvers Strategy February Commentary
Politics and trade concerns remained centre stage in February, as discussions and negotiations around tariffs by the new U.S. administration and retaliatory tariffs by trade partners weighed on global markets, driving value to outperform growth stocks.
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