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.
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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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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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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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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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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