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 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.
More...In our latest Valuation update, Portfolio Manager, Daniel Chu, discusses the contributors to infrastructure returns in the second quarter of 2024, and weighs in on the factors impacting different infrastructure sectors across the globe.
More...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.
More...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.
More...In our latest Valuation update, Portfolio Manager, Simon Ong discusses the contributors to infrastructure returns in the first quarter of 2024, and weighs in on the factors impacting different infrastructure sectors across the globe.
More...Watch Portfolio Manager, Nick Langley explain the impact that bond yield volatility has on the infrastructure asset class.
More...Portfolio Manager, Nick Langley highlights how the energy transition and reshoring of supply chains underline the need for active management in the infrastructure space.
More...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.
More...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.
More...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.
More...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.
More...CIO Scott Glasser answers questions on past bear markets and discusses how to make productive use of volatility.
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