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.
Valuation of Infrastructure Assets Q4 2024
In our latest Valuation update, Portfolio Manager, Daniel Chu, discusses trends affecting infrastructure sector performance and reviews current valuations.
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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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Valuation of Infrastructure Assets Q3 2024
In our latest Valuation update, Portfolio Manager, Simon Ong, discusses the contributors to infrastructure returns in the third quarter of 2024, and weighs in on the factors impacting different infrastructure sectors across the globe.
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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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Valuation of Infrastructure Assets Q2 2024
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.
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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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Valuation of Infrastructure Assets Q1 2024
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.
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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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