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.
Webinar: Australian Equity Reporting Season - February 2026
Interest rate shifts and renewed inflation pressures have sharpened the market's focus on the durability of company earnings. Australian Reporting Season offers a window into how companies are navigating these challenges.
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Webinar: Valuations, Volatility and Opportunity in 2026
After a solid year for listed infrastructure, where do valuations sit and what comes next? This session explores the key drivers shaping infrastructure markets and where we see the most compelling opportunities emerging in 2026.
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Webinar: Power Shift | Investing in the Grid of the Future
As global electricity demand continues to surge, the need for substantial investment in power infrastructure is growing. This session explores how these shifts are shaping opportunities for global listed infrastructure, particularly within the utilities sector.
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Webinar: Australian Equity Reporting Season Wrap
Expectations vs Impact: Will earnings get rewarded or punished this season? Reece Birtles, Head of Australian Equities and Portfolio Manager, presents his key takeaways from Australia's bi-annual reporting season.
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