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.
Infrastructure Outlook: Bridging the Valuation Gap
Opportunities continue to be widespread across the infrastructure landscape, with strong fundamentals and the market still massively underestimating the growth in electricity demand driven by AI and data growth.
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INBrief with Infrastructure Portfolio Manager, Shane Hurst
Portfolio Manager, Shane Hurst, sits down with Giselle Roux from The Inside Networks to discuss how AI and decarbonisation are fuelling major investments in energy infrastructure.
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Introducing Global Growth
In this video, Portfolio Manager, Michael Testorf is joined by Head of APAC Business Development, Matt Bushby to introduce the Global Growth Strategy. Come along as they explore the Strategy and it's objectives.
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Introducing Global Value Improvers
Join Portfolio Manager, Grace Su as she delves into the investment philosophy supporting the ClearBridge Global Value Improvers Strategy, and explores what the Strategy aims to achieve.
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The Impact of Bond Yields on Infrastructure Assets
Watch Portfolio Manager, Nick Langley explain the impact that bond yield volatility has on the infrastructure asset class.
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Unlock the Potential of Infrastructure Through Active Management
Portfolio Manager, Nick Langley highlights how the energy transition and reshoring of supply chains underline the need for active management in the infrastructure space.
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Infrastructure Opportunities Amid Uncertainty
Watch Portfolio Manager, Nick Langley discuss the drivers of recent listed infrastructure performance and highlight how stabilising real yields and strong company fundamentals are improving the outlook for the asset class.
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U.S. Recession Likelihood in 2023
Listen to Jeff Schulze discuss the likelihood of a recession in the U.S., detail factors contributing to inflation, and outline the implications of these developments for investors.
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2023 Infrastructure Outlook: Climate, Macro Drivers Create Tailwinds
Secular growth drivers for infrastructure should be on full display in 2023, as the dire need for infrastructure spending underpins growth for the next decade, and the first steps for meeting long-term climate and electrification goals are being taken now.
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AOR: US Economic and Market Views - August 2022 Update
For the economy to avert recession after a second straight negative quarter and a now yellow Recession Risk Dashboard, the Fed will likely need to make a dovish pivot.
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Assessing Bear Market Conditions
CIO Scott Glasser answers questions on past bear markets and discusses how to make productive use of volatility.
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2022 Inflation Outlook: Transitory or Structural?
Investment Strategist Jeff Schulze, CFA, and Investment Strategy Analyst Josh Jamner, CFA, discuss the likely trajectory of inflation in 2022 and the good news for long-term equity investors in the face of rising interest rates.
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