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.
The U.S. Inflation Reduction Act offers strong tailwinds for ClearBridge holdings in the renewable energy and electric vehicle supply chains, as well as companies helping the climate with solutions in buildings and energy efficiency.
More...Portfolio Manager, Chris Eades and Energy Analyst, Adam Meyers highlight how a tight global supply backdrop and resilient demand even in a recession scenario bode well for U.S. oil and natural gas production.
More...European countries realise they will need greater stimulus and investment in renewable energy to obtain security.
More...Military invasions have historically created an equity market low with U.S. stocks becoming increasingly volatile over the last several trading days.
More...Even the most ambitious emission-reduction scenarios suggest carbon capture solutions are needed to achieve full decarbonisation.
More...In this video, Chief Investment Officer, Scott Glasser explains how reduced liquidity, inflation and supply chain issues are causing an adjustment period for US equities.
More...Infrastructure is at the centre of several well recognised and long term thematics, including COVID recovery stimulus programmes, net-zero and the path to decarbonisation, transport efficiency and digital connectivity. In this video Portfolio Manager, Nick Langley explains the impact of Public Policy globally and how investors can benefit from these opportunities and mega-trends.
More...An active approach to value investing enables a dual purpose of generating alpha and satisfying ESG objectives.
More...Portfolio Manager Charles Hamieh joins Matt Bushby for a discussion of how the team analyses the return profiles of infrastructure companies across the globe, from user-pays assets such as rails and airports to regulated utilities.
More...Watch Portfolio Manager Nick Langley and Head of Infrastructure Business Development Matt Bushby explain how Net Zero will impact infrastructure.
More...In this ClearBridge perspective, Portfolio Manager Shane Hurst discusses how Infrastructure has a key role in the move toward decarbonisation and net-zero, with opportunities as well as challenges for different infrastructure sectors.
More...Watch Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby discuss how infrastructure fits into an investors portfolio and how it differs from traditional equities or listed property.
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