Perspectives
Stay up-to-date with the current investment and macroeconomic issues at ClearBridge Investments. We provide analyses of the themes and trends which lie at the heart of your investment challenges.
Infrastructure Outlook: Bridging the Valuation Gap
Opportunities continue to be widespread across the infrastructure landscape, with strong fundamentals and the market still massively underestimating the growth in electricity demand driven by AI and data growth.
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The Long View: Mean Reversion or Gambler's Fallacy?
Two years of strong gains don’t make U.S. equities due for a pullback, as the market has typically continued to climb.
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Global Infrastructure Income Strategy December Commentary
Infrastructure sectors were led by gas utilities and energy infrastructure pipelines, beneficiaries of data centre growth and Trump’s election win, while renewables and communication towers sold off.
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Global Infrastructure Value Strategy December Commentary
We expect robust global growth in 2025, in particular in the U.S., with moderating inflation through the first part of the year.
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Developed Markets Infrastructure Income Model December Commentary
Strong economic data saw the case for a slower easing .cycle from the Federal Reserve than had been expected
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Emerging Markets Strategy December Commentary
Global markets finished the year mixed in the fourth quarter, following the U.S. presidential election and a third interest rate cut for the year
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Year of the Election: Why New Global Leadership Matters
While Donald Trump’s presidential victory has dominated global headlines, a number of key election results outside the U.S. could have significant impacts on international markets going forward.
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U.S. Equity Outlook: Guarded Optimism Amid Bullishness
CIO, Scott Glasser explains why he expects U.S. returns to be more subdued but positive in the year ahead given ample liquidity, healthy corporate profits and animal spirits buoyed by expectations of a pro-growth, deregulatory agenda.
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AOR Update: U.S. Economy, Equities Set to Lead Again
A resilient U.S. economy has stood out against other developed nations in recent years with stronger economic growth and healthier corporate profits that have fuelled outsize stock market gains.
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U.S. Economic Outlook: Will U.S. Exceptionalism Continue?
Most key components of exceptional relative U.S. economic growth remain intact, supporting our forecast for a better than expected expansion in 2025.
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Global Value Improvers Strategy Commentary November 2024
Global equities were positive for the month of November, driven by a rally in the U.S. on the back of the market’s optimism over Donald Trump’s victory in the U.S. election and the prospect of further deregulation.
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Global Infrastructure Income Strategy November Commentary
We believe the defensive characteristics of infrastructure will remain valuable in what we expect to be a more volatile market in the near-term.
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Global Infrastructure Value Strategy November Commentary
Strength in infrastructure was concentrated in the U.S., where GDP-sensitive energy infrastructure benefit from expectations of greater oil and gas production raising volumes for pipelines.
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