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.
ClearBridge 2023 Stewardship Report
A compendium of our recent best thinking on the impact of ESG integration and engagement, ClearBridge Investments' 2023 Stewardship Report is an index to topics that will dominate investment conversations in the months and years ahead.
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Opportunities in Decarbonisation Disruption
Actions to mitigate and adapt to climate change will disrupt many sectors, creating both winners and losers.
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ESG in the Political Spotlight
Hyperbolic rhetoric has caused public confusion about the merits of ESG investing and whether it is an appropriate consideration for fiduciaries, with exclusion of investment products that consider ESG analysis in some states reducing the options retirement plans are able to offer employees.
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Global ESG Outlook: More Scrutiny on Sustainable Investments
Regulation, biodiversity and human and labor rights should remain a focus for sustainability-minded investors in 2023.
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ClearBridge 2022 TCFD Climate Report
Aligning ClearBridge’s climate reporting with the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) for the fourth year in a row, the 2022 ClearBridge TCFD Climate Report describes how we factor climate-related risks and opportunities into our investment process.
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Inflation Reduction Act Deepens the Decarbonisation Bench
The U.S. Inflation Reduction Act offers strong tailwinds for ClearBridge holdings in the renewable energy and electric vehicle supply chains, as well as companies helping the climate with solutions in buildings and energy efficiency.
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An ESG Framework for Extractive Industries
In our latest white paper, we examine the key ESG considerations required for investing in minerals necessary for the energy transition. They offer a framework for engaging mining companies on ESG risks and outline some best practices ClearBridge has identified.
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ClearBridge Investments named a Responsible Investment Leader by RIAA
ClearBridge Investments is proud to be named a Responsible Investment Leader by the Responsible Investment Association Australasia in its landmark annual study. This recognises our commitment to responsible investing and attributes as an investment manager.
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ClearBridge 2022 Stewardship Report
The annual report highlights salient engagements ClearBridge has had with management teams at both large cap and small cap portfolio companies on pressing sustainability issues and details how we are assessing sustainability risks and opportunities such as climate change and diversity, equity & inclusion across the firm.
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Acquiring a Taste for Climate-Friendly Food
Dimitry Dayen and Rob Buesing break down how agriculture is evolving to fight climate change through plant-based foods and other budding technologies.
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An Active Bet on Emissions Reductions in Energy Sector
The focus of the energy transition is on shifting the incredibly complex power supply curve from thermal-based sources of energy to renewable energy, while still allowing demand for energy to keep growing.
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COP26 Highlights Climate Opportunities in All Sectors
Public equities are moving the needle on the four goals of COP26 and ClearBridge is spurring and guiding this activity through our role as large shareholder, fiduciary and trusted partner in advising on sustainable business practices
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