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.
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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Rising Unemployment: Closer Look, Different Conclusion
A triggering of the Sahm rule has spooked financial markets in recent weeks but a deeper analysis shows increasing labour supply, rather than job losses, is a primary contributor to the pickup in unemployment.
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AOR Update: The Great Rotation?
With equities experiencing the most volatility since the pandemic, we examined the five factors driving the move out of mega cap growth stocks and why a slowing but still expansive economy, with the aid of imminent rate cuts, should support value, small cap and cyclical stocks in coming quarters as well as active management.
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Global Growth Strategy July Commentary
We remain resilient, benefiting from diversified stock selection and attractive valuations despite recent market rotations and challenges in growth sectors.
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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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Structural Tailwinds Make Utilities High Income and High Growth
Q2 2024 Infrastructure Income Strategy Commentary: Growing power demand from AI data centres is a positive for both utilities and energy infrastructure.
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Rate Pivot Poised to Help Towers and Renewables
Q2 2024 Global Infrastructure Value Strategy Commentary: Increased confidence that we are looking toward a rate-cutting cycle could be the start of the turn for many of our long-duration assets.
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Expanding to Undervalued Geographies
Q2 2024 Global Growth Strategy Commentary: We are broadening out our geographic footprint with new names to take advantage of ideas where we still see significant upside in technology.
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Improvers Outperform on AI Demand
Q2 2024 Global Value Improvers Strategy Commentary: The Strategy outperformed its benchmark, as strong stock selection in our industrials and health care holdings overcame detractors in the financials sector.
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Midyear Equity Outlook: Rotation Seems Inevitable
While second-half profit expectations are likely to be reduced, we believe weakness will be contained, and the U.S. economy will avoid a recession.
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The Long View: It's All About Perspective
The ClearBridge Recession Risk Dashboard improved to an overall green signal this month with three underlying indicator improvements, supporting our view of continued economic normalisation.
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U.K. Water: Flat or Bubbly?
Near-term political volatility could represent a buying opportunity for listed U.K. water utilities, whose spending on improving environmental impacts adds to the bottom line, as investments can earn attractive allowed returns, which translates to better earnings and dividends.
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