At ClearBridge Investments, ESG is not merely a screen or an overlay; it is part of how we conduct fundamental research and it defines how we think about all companies considered for investment in all client portfolios. Listen to Portfolio Manager Shane Hurst discuss how assessing ESG can lead to a greater understanding of a range of material issues, which in turn can lead to lower risk and stronger long-term performance of our investment portfolios.
Read our latest whitepaper "Incorporating ESG Analysis in Infrastructure Investing"
Reflections on a strong year of active returns, a forward look to the Australian reporting season and to where market dislocations, resilient earnings and attractive valuations are creating opportunities for both active Australian equity and income strategies.
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