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 Insights Video
Valuation of Infrastructure Assets Q4 2023

Valuation of Infrastructure Assets Q4 2023

In our latest Valuation update, Portfolio Manager, Daniel Chu outlines the contributors to infrastructure returns in the fourth quarter of 2023, and weighs in on the factors impacting different infrastructure sectors across the globe.

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Infrastructure Insights Video
The Impact of Bond Yields on Infrastructure Assets

The Impact of Bond Yields on Infrastructure Assets

Portfolio Manager, Nick Langley outlines how bond yield volatility decreasing and recession worries growing in 2024 offer infrastructure twin tailwinds.

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Infrastructure Insights Video
Unlock the Potential of Infrastructure Through Active Management

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 Insights Market Outlook Video
2024 Infrastructure Outlook: Diversification Benefits Could Be Timely

2024 Infrastructure Outlook: Diversification Benefits Could Be Timely

Infrastructure’s inflation pass-through worked well in 2023, supporting earnings across the asset class, while its defense and diversification could make it valuable in 2024. 

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Infrastructure Insights Video
Infrastructure Opportunities Amid Uncertainty

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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Anatomy of a Recession Market Outlook Video
U.S. Recession Likelihood in 2023

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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Infrastructure Insights Market Outlook Video
2023 Infrastructure Outlook: Climate, Macro Drivers Create Tailwinds

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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Anatomy of a Recession Market Outlook Video
AOR: US Economic and Market Views - August 2022 Update

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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Market Outlook Video
Assessing Bear Market Conditions

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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Anatomy of a Recession Market Outlook Video
2022 Inflation Outlook: Transitory or Structural?

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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Equity Insights Video
How Fears of the US Fed Tightening Are Causing Equity Volatility

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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Equity Insights Infrastructure Insights Market Outlook Video
Opportunities and Mega-Trends for Infrastructure

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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