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.
2023 Infrastructure Outlook: Climate, Macro Drivers Create Tailwinds
Secular growth drivers for infrastructure should be on full display in 2023, as the dire need for infrastructure spending underpins growth for the next decade, and the first steps for meeting long-term climate and electrification goals are being taken now.
More...
AOR: US Economic and Market Views - August 2022 Update
For the economy to avert recession after a second straight negative quarter and a now yellow Recession Risk Dashboard, the Fed will likely need to make a dovish pivot.
More...
Assessing Bear Market Conditions
CIO Scott Glasser answers questions on past bear markets and discusses how to make productive use of volatility.
More...
2022 Inflation Outlook: Transitory or Structural?
Investment Strategist Jeff Schulze, CFA, and Investment Strategy Analyst Josh Jamner, CFA, discuss the likely trajectory of inflation in 2022 and the good news for long-term equity investors in the face of rising interest rates.
More...
Infrastructure Outlook in 2022: Defensive Growth, or Just Defense?
In an uncertain macroeconomic environment, the certainty of future earnings and growth will be key: infrastructure and utilities significantly outperform other equities on this measure.
More...
U.S. Equity Outlook: Markets Gird for Reduced Liquidity
In our U.S. Equity Outlook: “Markets Gird for Reduced Liquidity” Chief Investment Officer, Scott Glasser explains the importance of small caps contributing to market breadth and advocates a balanced approach among growth and value stocks as liquidity is withdrawn from the economy.
More...
AssetTV Global Equity Outlook for 2022
In a recently released AssetTV video Portfolio Managers, Margaret Vitrano, Elisa Mazen and Dmitry Khaykin highlight their views on inflation, Omicron and regulatory risks and discuss where they see the best opportunities in U.S. and international markets in the year ahead.
More...