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 January Commentary
Our Global Listed Infrastructure funds performed broadly in line with infrastructure indices which underperformed general equities in January.
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Income Strategy January Commentary
COVID-19 cases continued to increase, reaching new highs in many geographies, resulting in further mobility restrictions and, combined with the slower than expected rollout of vaccines, dampening expectations for a speedy recovery from the pandemic.
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Infrastructure Index January 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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Emerging Markets Strategy January Commentary
Market performance was muted, impacted by concerns of rising inflation, increasing COVID-19 cases, further mobility restrictions, COVID-19 mutations, and slow vaccine rollouts.
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Understanding Infrastructure
In this edition of RARE Insights, Matt Bushby, Global Head of Distribution, explains RARE’s specialist view on infrastructure and the key infrastructure characteristics we look for.
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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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