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.
Podcasts
Recorded by our fund managers; they share their views on what’s happening in global economies, the markets and our strategies.
Listen to our latest Podcast
AOR Update: The Anti-Taper Tantrum
With the economy recovering, removing QE is a step toward more normal but still accommodative monetary policy ahead of eventual rate hikes.
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Anatomy of a Recession Risk Dashboard
Recessions historically coincide with market downturns. Stay informed on the likelihood of a US recession with the ClearBridge Investments Recession Risk Dashboard and Anatomy of a Recession program updated monthly.
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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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Public Policy Among Many Tailwinds for Infrastructure
In this video, Portfolio Manager Nick Langley discusses public policy focused on climate change initiatives that connects several trends that underpin the growth of infrastructure assets and earnings.
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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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Infrastructure Outlook: Greater Outlays to Boost Growth
Infrastructure projects are being accelerated as governments look for opportunities to support local economies, stimulate job markets and support small and medium-size enterprises.
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