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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

4 May 2020

Webinar May 5 2020

Listen to RARE's webinar presented by Nick Langley, Co-Founder and Senior Portfolio Manager and Matt Bushby, Head of Global Distribution, to hear why global listed infrastructure may be less likely to be impacted during declining equity markets, while continuing to deliver more reliable income solutions.

Nick Langley

Nick Langley

Matt Bushby

Matt Bushby

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Infrastructure Insights Portfolio Insights

Data Centre Tailwinds Drive Steady Infrastructure Gains

30 Sept 2025

Data Centre Tailwinds Drive Steady Infrastructure Gains

Q3 2025 Global Infrastructure Income Strategy Commentary
U.S. utilities, renewables and North American natural gas and pipelines performed well, benefiting from elevated demand for power to support AI-focused data centres.

Read full article