Perspectives

Global Growth Strategy Commentary Q1 2026

Rate Reversal Rewrites Growth Playbook
Geopolitical shocks stalled global equity momentum, with value holding up much better than growth as inflation risks rose and monetary policy grew hawkish.

Global Value Improvers Strategy Commentary Q1 2026

Global Improvers Power Energy Independence
We see energy security and independence as multi-decade, secular investment themes creating durable opportunities.

Global Infrastructure Income Strategy Commentary Q1 2026

Real Assets, Real Resilience
Supply disruptions across key energy and commodity markets in the Middle East highlight the resilience of infrastructure assets.

Global Infrastructure Value Strategy Commentary Q1 2026

Infrastructure’s Inflation Pass-Through in Focus
Many infrastructure assets operate under regulatory frameworks or long-term contracts that allow inflation and cost increases to be passed through to end users over time.

ESG Investment Commentary Q1 2026

Materiality Drives Stewardship Insights
ClearBridge’s engagement priorities reflect evolving risks and opportunities in decarbonization, climate adaptation, human capital, critical minerals, governance and responsible AI/data governance.

Why Infrastructure Holds up Amid Middle East Inflation Pressures

Utilities in North America and Europe, pipelines and toll roads are positioned to withstand and grow through commodity-driven shocks such as the current Middle East conflict is creating.

Australian Equity Reporting Season Wrap - February 2026

Widening valuation dispersion is creating a more compelling environment for active stock selection — particularly as earnings “moats” are tested and, in some cases, reinforced.

Gulf Conflict Rewrites Energy Outlook

Webinar: Australian Equity Reporting Season - February 2026

Interest rate shifts and renewed inflation pressures have sharpened the market's focus on the durability of company earnings. Australian Reporting Season offers a window into how companies are navigating these challenges.

Infrastructure Takeaways from the U.K. Spring Statement

Rising energy-related inflation risks underscore the importance of U.K. energy security and the attractiveness of regulated infrastructure businesses with revenues linked to their regulated asset bases.

AOR Update: Buy the Geopolitical Dip?

Resilience, Reforms, and the Road Ahead for India

India’s long‑term growth opportunity is underpinned by favorable demographics, rising domestic consumption and corporate reforms.