Perspectives

2026 Australian Equity Outlook

Explore the dynamic landscape that Australian Equities experienced over 2025, prospects for the market, and ClearBridge Australian Active Equity and Equity Income portfolios in 2026.

Metals, Commodities and Engineering of the Future

The transition to a lower carbon global economy is not about technology shifts. Australian Equities offer exposure to the multi-decade build-out of physical materials, infrastructure and engineering capabilities, and sustained demand for their metals, materials and engineering capabilities.

Lower Bond Yields to Add Tailwind for Infrastructure

Q4 2025 Global Infrastructure Income Strategy Commentary
We expect a continued constructive policy environment in conjunction with further AI-related capacity additions to continue to support infrastructure investments.

Utilities, Toll Roads Drive Solid Quarter

Q4 2025 Global Infrastructure Value Strategy Commentary
Western Europe was the top-contributing region to Strategy performance, where electric utilities and toll roads contributed strongly.

The Long View: Party Like It's (Not) 1999

Infrastructure Outlook: AI, Decarbonisation and Policy Tailwinds in 2026

Structural tailwinds like decarbonisation, network upgrades and climate-proofing, along with AI’s need for power, are fuelling long-term capital expenditure cycles for infrastructure.

U.K. Autumn Budget Is Infrastructure Friendly

The November U.K. Budget offers continued support in terms of pipeline visibility and policy direction, in particular for infrastructure helping the energy transition.

AOR Update: Is AI a Clear and Present Danger?

Preparing Your Income Portfolio for Shifting Conditions

A customised, actively managed approach to Australian equities—focussed on sustainable dividends, quality, diversification, and franking—can significantly improve income preparedness and reduce the risk of capital or income impairment when conditions change.

Emerging Markets Equity Outlook: Tides are Turning

Structural market drivers remain, with technology surging on strong earnings, China recovering and India offering long term opportunities.

The Emperor's New Clothes

Australia now presents a uniquely attractive value opportunity versus global markets, with passive flows amplifying mispricing and leaving high-quality, cash-generative companies overlooked at a time when liquidity is tightening and discipline matters most.

Under the Radar: Why Now is the Time for Emerging Markets

Structural growth factors such as advancements in technology, compelling relative valuations as well as a stable U.S. dollar enhance the attractiveness of emerging markets.