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.

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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Equity 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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Anatomy of a Recession Market Outlook
Recession Indicators: Jobless Claims a Key Labor Barometer

Recession Indicators: Jobless Claims a Key Labor Barometer

The weak December jobs report tells a somewhat more optimistic story than the headline figures suggest as the vast majority of job losses were concentrated in the leisure and hospitality industries, which are more exposed to COVID-19 risk.

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Anatomy of a Recession Market Outlook
The Long View: Follow the Herd?

The Long View: Follow the Herd?

In the latest AOR blog, “The Long View: Follow the Herd?” Jeff Schulze discusses how consumer spending and inventory restocking should spark an economic pickup and further upside for equities.

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