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.
Australian Equities Midyear Outlook: Turning Market Overreaction into Opportunity
Reflections on a strong year of active returns, a forward look to AU reporting season and to where market dislocations, resilient earnings and attractive valuations are creating opportunities.
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Investing in Essential Systems Reshaping the World
From AI data centres to energy transition and reshoring, infrastructure has moved to the centre of the global investment conversation. Nick Langley discusses the forces shaping the future of investing and why infrastructure is central to long-term opportunities.
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Finding Value Opportunities Beneath the Headlines
Inflation, AI and market volatility are reshaping the Australian equity landscape, creating compelling opportunities for disciplined value investors.
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Investing Through Disruption Across Infrastructure & Improving Companies
In an increasingly disruptive environment shaped by AI, energy transition, and geopolitical shifts, we highlight two distinct approaches: investing in essential assets with stable and predictable cash flows, and in companies undergoing fundamental improvement as they adapt to structural change.
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2026 Australian Equity Outlook
Explore the dynamic landscape that Australian Equities experienced over 2025, prospects for the market, and ClearBridge Australian Active Equity and Equity Income portfolios in 2026.
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Infrastructure Outlook: AI, Decarbonisation and Policy Tailwinds in 2026
Structural tailwinds like decarbonisation, network upgrades and climate-proofing, along with AI’s need for power, are fuelling long-term capital expenditure cycles for infrastructure.
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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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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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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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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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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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