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
INBrief with Infrastructure Portfolio Manager, Shane Hurst

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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Infrastructure Insights Video
Valuation of Infrastructure Assets Q2 2024

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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Equity Insights Portfolio Insights Video
Introducing Global Growth

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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Equity Insights Portfolio Insights Video
Introducing Global Value Improvers

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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Infrastructure Insights Video
Valuation of Infrastructure Assets Q1 2024

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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Infrastructure Insights Video
The Impact of Bond Yields on Infrastructure Assets

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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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 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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