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.
Global Value Improvers Strategy January Commentary
Trade uncertainty, pockets of economic malaise and a tech shock from the unveiling of DeepSeek helped drive demand for global value stocks, which generated positive returns and outperformed their core and growth counterparts.
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Improvers Outperform Amid International Pullback
Q4 2024 Global Value Improvers Strategy Commentary: Sentiment toward climate change and decarbonisation has turned more cautious, but they remain strong drivers that should help the portfolio to navigate market uncertainty.
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U.S. Exceptionalism Offsets Overseas Weakness
Q4 2024 Global Growth Strategy Commentary: The U.S. outperformed the index for the quarter and was the only major developed market to generate gains.
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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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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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U.S. Cedes Leadership in Global Rotation
Q3 2024 Global Growth Strategy Commentary: The Strategy underperformed in an environment favoring value and international shares primarily due to weakness among our U.S. holdings.
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Global Value Improvers Strategy September Commentary
September was a positive month for global markets, as the beginning of the rate cut cycle in the U.S., news of upcoming Chinese stimulus and a broadening of market leadership helped bolster global equities broadly.
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Governance Reforms Power Japan Forward
A new emphasis on corporate governance has helped to revitalise the Japanese market by improving corporate profitability and shareholder engagement while better integrating sustainability disclosures.
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Expanding to Undervalued Geographies
Q2 2024 Global Growth Strategy Commentary: We are broadening out our geographic footprint with new names to take advantage of ideas where we still see significant upside in technology.
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Improvers Outperform on AI Demand
Q2 2024 Global Value Improvers Strategy Commentary: The Strategy outperformed its benchmark, as strong stock selection in our industrials and health care holdings overcame detractors in the financials sector.
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Midyear Equity Outlook: Rotation Seems Inevitable
While second-half profit expectations are likely to be reduced, we believe weakness will be contained, and the U.S. economy will avoid a recession.
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