Investment Strategies

All Investment Strategies

Global Equity Strategies
Global Equity Strategies

Global Growth Global Value Improvers
Emerging Markets Strategies
Emerging Markets Strategies

Emerging Markets

Listed Real Asset Strategies
Listed Real Asset Strategies

Global Infrastructure Value Global Infrastructure Income Global Sustainable Infrastructure Global Real Income Australian Real Income

Australian Equity Strategies
Australian Equity Strategies

Australian Active Insights Australian Value Equity Australian Sustainable Equity Australian Dynamic Value Australian Equity Income Australian Ethical Income Australian Sustainable Income
Learn
Learn

Anatomy of a Recession Program

ClearBridge’s Anatomy of a Recession (AOR) program was developed to help investors understand the likelihood of a U.S. recession. The program features our proprietary Recession Risk Dashboard, updated monthly and designed to help you stay informed on economic and market developments to guide portfolio allocation decisions.

Explore the AOR Program
A Closer Look

Why Invest in Infrastructure Assets

Why Invest in Improving Companies

Our Infrastructure Investment Process
Perspectives
All Perspectives
Anatomy of a Recession Risk Dashboard | Latest Update

Global Equity Insights

Infrastructure Insights

Australian Equity Insights

Emerging Markets Insights
Market Outlook

Podcasts

Responsible Investing

Videos

Webinars
About Us
About Us
ClearBridge Investments is a global equity manager committed to delivering consistently superior risk-adjusted investment performance to investors. We pursue this goal through a combination of active, research-driven, fundamental investing. A collaborative, team-based culture guides everything we do.
Stewardship and Culture

Our Approach to Responsible Investing

Our Partnership with WaterAid

ClearBridge Investments 2025 Stewardship Report

Reconciliation Action Plan

ClearBridge and Martin Currie Alignment
Contact

Portfolio Insights Videos

16 June 2020

Public Policy, Populist Politics & COVID-19

Public Policy, Populist Politics & COVID-19

Will infrastructure be the centrepiece by which governments stimulate their economies?

Listen to Co-Founder and Senior Portfolio Manager Nick Langley discuss:

The effect of Government Stimulus on infrastructure assets
Towards 'Net-Zero by 2050' and the implications on infrastructure
Public Policy and Populist Politics - ESG themes in 'Green New Deals'
Capital flows and market implications

(40 minute listening time)

Nick Langley

Nick Langley

More perspectives

Related Perspectives

Infrastructure Insights Portfolio Insights

AI, Reshoring Drive Power Demand

30 Sept 2025

AI, Reshoring Drive Power Demand

Q3 2025 Global Infrastructure Value Strategy Commentary
Reshoring and AI-focused data centres are requiring significant buildout of energy infrastructure, in particular for U.S. electric and gas utilities.

Read full article