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
Value Strategy May Commentary
Our global listed infrastructure strategy performed within the range of infrastructure indices, which marginally underperformed equities for the month.
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Income Strategy May Commentary
Economic activity continued to rebound strongly during the month with ongoing and significant upgrades to consensus earnings and economic growth forecasts.
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Emerging Markets Strategy May Commentary
COVID-19 vaccine rollouts gained pace in many regions, although mobility restrictions remained significant and even increased in many regions as a third wave of infections continued at elevated levels.
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Infrastructure Index May Commentary
The Global Infrastructure Index seeks to provide focused exposure to infrastructure companies by analysing the actual sources of corporate cash flows rather than high-level industry classifications.
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Income from global portfolio diversification
Australian investors, like many around the world, have a pronounced home bias when investing - this is particularly true when building retirement or income orientated portfolios.
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Investing for sustainable and growing income
Listed infrastructure is a popular income solution for many. This is due to its track record of consistently delivering a higher yield compared to global equities and 10-year bonds. In creating listed infrastructure income portfolios, Portfolio Managers need to consider the following fundamentals...
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Environment, Social and Corporate Governance
Listen to Co-Founder, Senior Portfolio Manager Nick Langley discuss how assessing ESG can lead to a greater understanding of a range of material issues which in turn can lead to lower risk and stronger long-term performance of our investment portfolios.
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Pursuing Income? A case for listed infrastructure income funds
A well-selected portfolio of global infrastructure stocks is becoming an increasingly popular way for investors to gain access to steady, inflation-protected income.
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