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.
Improvers Benefit from a Broadening Market
Q4 2025 Global Value Improvers Strategy Commentary
A broadening global rally and improving fundamentals across key holdings supported strong fourth-quarter performance for Global Value Improvers.
Semiconductor Strength Drives EM Outperformance
Q4 2025 Emerging Markets Strategy Commentary
The Strategy outperformed the benchmark for the quarter and full year, led by strong contributions from our holdings in Korea, China and Taiwan.
Utilities, Toll Roads Drive Solid Quarter
Q4 2025 Global Infrastructure Value Strategy Commentary
Western Europe was the top-contributing region to Strategy performance, where electric utilities and toll roads contributed strongly.
Lower Bond Yields to Add Tailwind for Infrastructure
Q4 2025 Global Infrastructure Income Strategy Commentary
We expect a continued constructive policy environment in conjunction with further AI-related capacity additions to continue to support infrastructure investments.
Emerging Markets Equity Outlook: Tides are Turning
Structural market drivers remain, with technology surging on strong earnings, China recovering and India offering long term opportunities.
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Under the Radar: Why Now is the Time for Emerging Markets
Structural growth factors such as advancements in technology, compelling relative valuations as well as a stable U.S. dollar enhance the attractiveness of emerging markets.
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AI, Reshoring Drive Power Demand
Q3 2025 Global Infrastructure Value Strategy Commentary
Reshoring and AI-focused data centres are requiring significant buildout of energy infrastructure, in particular for U.S. electric and gas utilities.
Data Centre Tailwinds Drive Steady Infrastructure Gains
Q3 2025 Global Infrastructure Income Strategy Commentary
U.S. utilities, renewables and North American natural gas and pipelines performed well, benefiting from elevated demand for power to support AI-focused data centres.
Asian AI Exposure Drives Outperformance
Q3 2025 Emerging Markets Strategy Commentary
The Strategy was supported by strong contributions from our AI and technology-related holdings in China, Taiwan and South Korea.
Upgrading Exposures to Secular Growth Trends
Q3 2025 Global Growth Strategy Commentary
We meaningfully repositioned our weightings to banks and companies with vital roles in the buildout of generative AI workloads.
Improvers Positioned Where Energy and Efficiency Converge
Q3 2025 Global Value Improvers Strategy Commentary
Global equities advanced on tariff clarity and easing policy uncertainty, while the Strategy maintained its focus on undervalued companies with structural growth drivers.
AI Rally Buoys Global Growth Stocks
Q2 2025 Global Growth Strategy Commentary
Strategy outperformance was boosted by communication services and AI-indexed holdings and across the U.S., Europe Ex U.K. and emerging markets.