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.
The Long View: Waiting for a Pullback?
Today’s ebullient macro and market environment is likely to give way to a period of slower, yet still robust, economic and earnings growth powerful enough to elongate the current bull market.
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Delivering Income from Infrastructure
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.
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The Path to Net Zero is Driving Infrastructure Returns
Watch Portfolio Manager Nick Langley and Head of Infrastructure Business Development Matt Bushby explain how Net Zero will impact infrastructure.
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Infrastructure and the Move Toward Net-Zero Emissions
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.
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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.
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Investing in Global Listed Infrastructure
Matt Bushby, Head of Infrastructure Business Development, discusses the characteristics of an infrastructure investment and the key features in our investment approach for the ClearBridge Infrastructure Value Strategy.
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Infrastructure in a world of rising rates
Global bond yields are up in the U.S., Australia and Europe, begging the question of what happens to infrastructure with higher inflation. Watch Portfolio Manager Charles Hamieh discuss why inflation risks are likely transitory and how global listed infrastructure can withstand higher inflation.
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Understanding Infrastructure
In this ClearBridge perspective, Matt Bushby, Head of Infrastructure Business Development, explains ClearBridge's specialist view on infrastructure and the key infrastructure characteristics we look for.
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Recession Indicators: Strong... to Quite Strong
With three indicators improving in May, all 12 underlying signals on the ClearBridge Recession Risk Dashboard are flashing green, consistent with a robust economic backdrop.
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Recession Indicators: Labour Measures Show Improvement
The ClearBridge Recession Risk Dashboard improved in April and maintains an overall green signal with three positive underlying changes related to the labour market: Job Sentiment and Wage Growth improved to yellow while Jobless Claims advanced to green.
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ClearBridge 2021 Impact Report
Our 2021 Impact Report: Partnering for Change in a Time of Adversity, offers a thorough look at the sustainability issues ClearBridge has been addressing over the past year with portfolio companies, shareholders and industry organizations through ESG integration, engagement and proxy voting.
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The Long View: Inflationary Riptide or Reflationary Current?
The ClearBridge Recession Risk Dashboard continues to flash an overall green expansionary signal, with one positive signal change in March as Profit Margins improved to green. We expect further improvement in the weaker areas of the dashboard as we move through the second quarter.
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