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.
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 October 2024
Global equities were broadly positive for much of October before a late month pullback erased gains and drove indexes into negative territory.
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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 Commentary September 2024
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 Value Improvers Strategy August Commentary
The Strategy outperformed its benchmark, led by stock selection in Japan, the U.K. and the industrials sector, which more than offset detractors in Europe and the materials sector.
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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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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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Transports Poised for Delayed Recovery
An extended contraction in U.S. manufacturing activity has left the transports industry mired in a freight recession, yet the emergence of reshoring and improving operating efficiencies leave high-quality operators attractively positioned for an economic recovery.
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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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