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.
Developed Markets Infrastructure Income Model December Commentary
Strong economic data saw the case for a slower easing cycle from the Federal Reserve than had been expected.
More...
Emerging Markets Strategy December Commentary
Global markets finished the year mixed in the fourth quarter, following the U.S. presidential election and a third interest rate cut for the year
More...
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.
More...
Infrastructure Outlook: Bridging the Valuation Gap
Opportunities continue to be widespread across the infrastructure landscape, with strong fundamentals and the market still massively underestimating the growth in electricity demand driven by AI and data growth.
More...
Broadening Market Lifts Infrastructure
Q3 2024 Global Infrastructure Value Strategy Commentary: The defensive and income-producing qualities of infrastructure should continue to become more apparent and reflected in market pricing.
More...
Infrastructure Outpaces Equities in Market Rotation
Q3 2024 Infrastructure Income Strategy Commentary: A market rotation to a mixture of defensive, commodity- and rate-sensitive securities benefited listed infrastructure.
More...
Valuation of Infrastructure Assets Q3 2024
In our latest Valuation update, Portfolio Manager, Simon Ong, discusses the contributors to infrastructure returns in the third quarter of 2024, and weighs in on the factors impacting different infrastructure sectors across the globe.
More...
Developed Markets Infrastructure Income Model September Commentary
We remain defensively positioned as impacts of tightened financial conditions continue to impact the economy.
More...
Emerging Markets Strategy September Commentary
China’s bazooka stimulus package symbolised a turning point of growth narrative of emerging markets.
More...
Listed Infrastructure Powers AI - And Vice Versa
The potential of AI and data growth to drive significant infrastructure investment represents an emerging long-term thematic driver for the listed infrastructure asset class.
More...
INBrief with Infrastructure Portfolio Manager, Shane Hurst
Portfolio Manager, Shane Hurst, sits down with Giselle Roux from The Inside Networks to discuss how AI and decarbonisation are fuelling major investments in energy infrastructure.
More...
Valuation of Infrastructure Assets Q2 2024
In our latest Valuation update, Portfolio Manager, Daniel Chu, discusses the contributors to infrastructure returns in the second quarter of 2024, and weighs in on the factors impacting different infrastructure sectors across the globe.
More...