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 February Commentary
Politics and trade concerns remained centre stage in February, as discussions and negotiations around tariffs by the new U.S. administration and retaliatory tariffs by trade partners weighed on global markets, driving value to outperform growth stocks.
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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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Global Growth Strategy January Commentary
The ClearBridge Global Growth Strategy outperformed the benchmark in January with stock selection in North America and emerging markets and an overweight to Europe Ex U.K. the primary contributors.
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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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Global Growth Strategy July Commentary
We remain resilient, benefiting from diversified stock selection and attractive valuations despite recent market rotations and challenges in growth sectors.
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