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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

13 Dec 2023

What is Driving Infrastructure Weakness and Where to From Here?

A complex economic environment, including persistent inflation and a sharp rise in interest rates has dampened sentiment and challenged the market outlook for infrastructure.

Listen to Portfolio Manager Charles Hamieh discuss what’s driving infrastructure weakness and where to from here?

Charles Hamieh

Charles Hamieh

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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