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.

Anatomy of a Recession Market Outlook Video
2022 Inflation Outlook: Transitory or Structural?

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.

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Infrastructure Insights Market Outlook Video
Infrastructure Outlook in 2022: Defensive Growth, or Just Defense?

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.

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Market Outlook
U.S. Equity Outlook: Markets Gird for Reduced Liquidity

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caps contributing to market breadth and advocates a balanced approach among growth and value stocks as liquidity is withdrawn from the economy.

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Market Outlook Video
AssetTV Global Equity Outlook for 2022

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. 

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