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 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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Valuation of Infrastructure Assets Q3 2023
In our latest Valuation update, Portfolio Manager, Simon Ong outlines the main drivers of infrastructure returns in the third quarter of 2023, and weighs in on the factors impacting different infrastructure sectors across the globe.
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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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How Fears of the US Fed Tightening Are Causing Equity Volatility
In this video, Chief Investment Officer, Scott Glasser explains how reduced liquidity, inflation and supply chain issues are causing an adjustment period for US equities.
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Protect Your Portfolio Against Rising Inflation
In this video Portfolio Manager, Shane Hurst discusses how infrastructure investors can get exposure to a set of assets that can protect their portfolios from rising inflation while also delivering attractive income with the potential for capital growth.
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Opportunities and Mega-Trends for Infrastructure
Infrastructure is at the centre of several well recognised and long term thematics, including COVID recovery stimulus programmes, net-zero and the path to decarbonisation, transport efficiency and digital connectivity. In this video Portfolio Manager, Nick Langley explains the impact of Public Policy globally and how investors can benefit from these opportunities and mega-trends.
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Infrastructure Outlook in 2022: Defensive Growth, or Just Defense?
In an uncertain macroeconomic environment, the certainty of future earnings and growth will be key: infrastructure and utilities significantly outperform other equities on this measure.
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AssetTV Global Equity Outlook for 2022
In a recently released AssetTV video Portfolio Managers, Margaret Vitrano, Elisa Mazen and Dmitry Khaykin highlight their views on inflation, Omicron and regulatory risks and discuss where they see the best opportunities in U.S. and international markets in the year ahead.
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