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.
Will Renewables Survive the Energy Transition?
While public funding for renewables may face increasing policy risk, regulators will continue to provide attractive returns for regulated utilities supporting the energy transition.
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Recorded by our fund managers; they share their views on what’s happening in global economies, the markets and our strategies.
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U.K. Water: Flat or Bubbly?
Near-term political volatility could represent a buying opportunity for listed U.K. water utilities, whose spending on improving environmental impacts adds to the bottom line, as investments can earn attractive allowed returns, which translates to better earnings and dividends.
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Global Growth Strategy May Commentary
Growth stocks outperformed value in May, with the main drivers of growth outperformance being U.S. mega cap stocks in information technology (IT) and communication services.
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Global Value Improvers Strategy Commentary May
Global equities rose in May, spurred by stabilising inflation indicators in the U.S. and largely positive corporate earnings.
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Developed Markets Income Strategy May Commentary
Infrastructure outperformed global equities in May, with both markets helped by strength in the utilities sector.
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Global Infrastructure Value Strategy May Commentary
We remain balanced between more defensive regulated utilities and more GDP-sensitive infrastructure names.
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Global Infrastructure Income Strategy May Commentary
We remain defensively positioned as impacts of tightened financial conditions are expected to impact the economy and ultimately corporate earnings.
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Emerging Markets Strategy May Commentary
A moderate decline in bond yields in recent weeks has helped defensive and yield-oriented sectors such as communication towers.
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AOR Update: Resilient Economy Gets More Credit
Credit Spreads became the first indicator to turn green this month while Profit Margins improved to yellow, bringing the overall dashboard closer to green.
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Introducing Global Growth
In this video, Portfolio Manager, Michael Testorf is joined by Head of APAC Business Development, Matt Bushby to introduce the Global Growth Strategy. Come along as they explore the Strategy and it's objectives.
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Peak Rates a Good Sign for Infrastructure
Infrastructure has historically outperformed global equities as interest rates have peaked, something to keep in mind as inflation indicators slow and allow major central banks to end their hawkish positioning and move toward easing.
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Introducing Global Value Improvers
Join Portfolio Manager, Grace Su as she delves into the investment philosophy supporting the ClearBridge Global Value Improvers Strategy, and explores what the Strategy aims to achieve.
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Infrastructure Multiples Point to a Potential Rerating
Despite headwinds to defensive stocks, infrastructure’s strong earnings growth, attractive valuations and predictable dividend stream make us quite constructive on the sector.
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