Investment Strategies

All Investment Strategies

Global Equity Strategies
Global Equity Strategies

Global Growth Global Value Improvers
Emerging Markets Strategies
Emerging Markets Strategies

Emerging Markets

Listed Real Asset Strategies
Listed Real Asset Strategies

Global Infrastructure Value Global Infrastructure Income Global Sustainable Infrastructure Australian Real Income

Australian Equity Strategies
Australian Equity Strategies

Australian Active Insights Australian Select Opportunities Strategy Australian Sustainable Equity Australian Dynamic Value Australian Equity Income Australian Ethical Income Australian Sustainable Income
Learn
Learn

Anatomy of a Recession Program

ClearBridge’s Anatomy of a Recession (AOR) program was developed to help investors understand the likelihood of a U.S. recession. The program features our proprietary Recession Risk Dashboard, updated monthly and designed to help you stay informed on economic and market developments to guide portfolio allocation decisions.

Explore the AOR Program
A Closer Look

Why Invest in Infrastructure Assets

Why Invest in Improving Companies

Why Now is the Time for Emerging Markets

Our Infrastructure Investment Process
Perspectives
All Perspectives
Anatomy of a Recession Risk Dashboard | Latest Update

Global Equity Insights

Infrastructure Insights

Australian Equity Insights

Emerging Markets Insights
Market Outlook

Podcasts

Responsible Investing

Videos

Webinars
About Us
About Us
ClearBridge Investments is a global equity manager committed to delivering consistently superior risk-adjusted investment performance to investors. We pursue this goal through a combination of active, research-driven, fundamental investing. A collaborative, team-based culture guides everything we do.
Stewardship and Culture

Our Approach to Responsible Investing

Our Partnership with WaterAid

ClearBridge Investments 2026 Stewardship Report

Reconciliation Action Plan - Innovate

ClearBridge and Martin Currie Alignment
Contact

Home
Perspectives

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.

Show: All Anatomy of a Recession Australian Equity Insights Emerging Markets Insights Global Equity Insights Infrastructure Insights Market Outlook Responsible Investing Videos Webinars

Anatomy of a Recession

3 June 2025

AOR Update: Flexing the Edge

Periods of substantial uncertainty offer an opportunity for individuals and professionals alike to gain an investment edge by lengthening their time horizon.

More...

Receive our latest perspectives, white papers and videos delivered directly to your inbox.

* ClearBridge Investments consists of ClearBridge Investments Limited (AFSL 307727) (and its subsidiary); ClearBridge Investments, LLC; ClearBridge Investment Management Limited; the ClearBridge Australian Equities Investment team (a division of Franklin Templeton Australia Limited); and a part of Franklin Templeton Investments Corp. All entities are wholly, indirectly owned subsidiaries of Franklin Resources, Inc., a publicly traded company listed on the New York Stock Exchange (NYSE:BEN).

Investment Strategies
Learn
Perspectives
About Us
Contact

Terms of Use
Privacy Notice

Terms of Use

The information on this website ("Website") has been prepared by ClearBridge Investments Limited (ABN 84 119 339 052; AFSL 307727) and its subsidiary (together “ClearBridge”).

By using and accessing the Website or any of its pages, you agree to be legally bound by the Terms of Use, detailed here.

We may change the content or services on the Website without notice, including the Terms of Use and the Privacy Notice. Your continued access to, or use of the Website means that you agree to and accept the changes we make. We recommend that you periodically review the Terms of Use and Privacy Notice for changes.

The information provided on the Website has been prepared for wholesale investors, institutional investors, and intermediaries in Australia, and should not be relied upon by residents of any other jurisdiction.