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 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.
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.
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.
More...
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.
More...
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.
More...
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.
More...
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.
More...
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.
More...
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.
More...
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.
More...
Midyear Equity Outlook: Rotation Seems Inevitable
While second-half profit expectations are likely to be reduced, we believe weakness will be contained, and the U.S. economy will avoid a recession.
More...
Transports Poised for Delayed Recovery
An extended contraction in U.S. manufacturing activity has left the transports industry mired in a freight recession, yet the emergence of reshoring and improving operating efficiencies leave high-quality operators attractively positioned for an economic recovery.
More...