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.

Portfolio Insights Responsible Investing
ESG Investment Commentary Q1 2026

ESG Investment Commentary Q1 2026

Materiality Drives Stewardship Insights
ClearBridge’s engagement priorities reflect evolving risks and opportunities in decarbonization, climate adaptation, human capital, critical minerals, governance and responsible AI/data governance.

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Australian Equity Insights Responsible Investing
Metals, Commodities and Engineering of the Future

Metals, Commodities and Engineering of the Future

The transition to a lower carbon global economy is not about technology shifts. Australian Equities offer exposure to the multi-decade build-out of physical materials, infrastructure and engineering capabilities, and sustained demand for their metals, materials and engineering capabilities.

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Responsible Investing
ClearBridge Investments 2025 Stewardship Report

ClearBridge Investments 2025 Stewardship Report

Our eighth annual stewardship report efforts offers an in-depth view of the latest in ESG integration and sustainability investing at ClearBridge, including how we are engaging with portfolio companies and voting proxies on pressing environmental, social and governance issues.

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Responsible Investing
ClearBridge Investments 2024 Stewardship Report

ClearBridge Investments 2024 Stewardship Report

ClearBridge Investments' annual stewardship report highlights how active ownership benefits from ESG integration and how company engagements and proxy voting create value and drive positive change.

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Responsible Investing
ClearBridge Investments 2023 Stewardship Report

ClearBridge Investments 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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Market Outlook Responsible Investing
Global ESG Outlook: More Scrutiny on Sustainable Investments

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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Global Equity Insights Responsible Investing
An ESG Framework for Extractive Industries

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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Global Equity Insights Responsible Investing
Inflation Reduction Act Deepens the Decarbonisation Bench

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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Responsible Investing
ClearBridge 2022 Stewardship Report

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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Responsible Investing
An Active Bet on Emissions Reductions in Energy Sector

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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Responsible Investing
Acquiring a Taste for Climate-Friendly Food

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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Global Equity Insights Responsible Investing
Achieving ESG Goals with a Quality Approach to Value

Achieving ESG Goals with a Quality Approach to Value

An active approach to value investing enables a dual purpose of generating alpha and satisfying ESG objectives.

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