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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.

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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.
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Infrastructure Insights Videos

17 June 2021

Infrastructure's role in a portfolio

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.

To learn more about infrastructure's ability to protect against inflation, click the button below.

Click here to view our latest Inflation whitepaper.

Matt Bushby

Matt Bushby

Shane Hurst

Shane Hurst

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Infrastructure Insights Portfolio Insights

AI, Reshoring Drive Power Demand

30 Sept 2025

AI, Reshoring Drive Power Demand

Q3 2025 Global Infrastructure Value Strategy Commentary
Reshoring and AI-focused data centres are requiring significant buildout of energy infrastructure, in particular for U.S. electric and gas utilities.

Read full article