On 22 January 2021, RARE Infrastructure Limited changed its name to ClearBridge Investments Limited.

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
Anatomy of a Recession Market Outlook
Anatomy of a Recession: Waiting for a Pullback?

Anatomy of a Recession: Waiting for a Pullback?

Today’s ebullient macro and market environment is likely to give way to a period of slower, yet still robust, economic and earnings growth powerful enough to elongate the current bull market.

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Anatomy of a Recession Market Outlook
Anatomy of a Recession Risk Dashboard

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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Infrastructure Insights Market Outlook Video
Public Policy Among Many Tailwinds for Infrastructure

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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Industry Insights Market Outlook
U.S. Demographics Not All Doom and Gloom

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 Insights Market Outlook
Infrastructure Outlook: Greater Outlays to Boost Growth

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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