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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.

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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.
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Infrastructure Insights Videos

10 Jan 2024

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.

Nick Langley

Nick Langley

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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.

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