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.
Podcasts
Recorded by our fund managers; they share their views on what’s happening in global economies, the markets and our strategies.
Listen to our latest Podcast
Public Policy Among Many Tailwinds for Infrastructure
In this video, Portfolio Manager Nick Langley discusses public policy focused on climate change initiatives that connects several trends that underpin the growth of infrastructure assets and earnings.
More...
Sustainability for infrastructure assets
Listen to Portfolio Manager Shane Hurst discuss how ClearBridge Investments incorporates ESG in the investment process.
More...
Valuation of Infrastructure Assets Q4 2020
Listen to Portfolio Manager Charles Hamieh discuss the valuations from Q4 2020 within the infrastructure asset class and why valuations remain attractive on a medium, to long-term excess return basis.
More...
Income from global portfolio diversification
Australian investors, like many around the world, have a pronounced home bias when investing - this is particularly true when building retirement or income orientated portfolios.
More...
Investing for sustainable and growing income
Listed infrastructure is a popular income solution for many. This is due to its track record of consistently delivering a higher yield compared to global equities and 10-year bonds. In creating listed infrastructure income portfolios, Portfolio Managers need to consider the following fundamentals...
More...
Environment, Social and Corporate Governance
Listen to Co-Founder, Senior Portfolio Manager Nick Langley discuss how assessing ESG can lead to a greater understanding of a range of material issues which in turn can lead to lower risk and stronger long-term performance of our investment portfolios.
More...