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. Equity Outlook: Patiently Waiting for a Durable Bottom
We see 2023 shaping up to be a tale of two halves. Heading into the new year, we continue to favour value stocks with defensive characteristics. However, as market participants become convinced the bear market is over, leadership should rotate toward small cap and more aggressive, higher risk stocks.
More...
AOR U.S. Economic Outlook: Recession the Path of Least Resistance
The ClearBridge Recession Risk Dashboard has been flashing a red or recessionary signal for the past four months, consistent with our view that a recession is likely to occur in the U.S. in the next 12 months.
More...
An ESG Framework for Extractive Industries
In our latest white paper, we examine the key ESG considerations required for investing in minerals necessary for the energy transition. They offer a framework for engaging mining companies on ESG risks and outline some best practices ClearBridge has identified.
More...
Inflation Reduction Act Deepens the Decarbonisation Bench
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...
Earnings in Focus as Bear Market Continues
CIO Scott Glasser analyses the current stage of the U.S. market drawdown, the likely impact on earnings from reduced liquidity and where to position portfolios as markets likely retest prior lows.
More...
Next Steps for the Energy Rally
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...
War Accelerates Secular Policy Shifts Across Europe
European countries realise they will need greater stimulus and investment in renewable energy to obtain security.
More...
Ukraine Invasion Triggers Volatility, Fed Still on Course
Military invasions have historically created an equity market low with U.S. stocks becoming increasingly volatile over the last several trading days.
More...
Carbon Capture: Early Days of a $1 Trillion Industry?
Even the most ambitious emission-reduction scenarios suggest carbon capture solutions are needed to achieve full decarbonisation.
More...
How Fears of the US Fed Tightening Are Causing Equity Volatility
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...
Variants Could Extend Growth Curve for Vaccine Makers
The emergence of the COVID-19 Omicron variant shows the fight against the virus is ongoing and that COVID-19 could transition to an endemic virus.
More...
Perspectives on China, the Evergrande Saga and Macau
The current uncertainty and risks in China should be viewed in the context of the significant long-term investment opportunities in the region. We seek to align our investments with the recent reforms and the next stage of growth drivers.
More...