Opportunities in Decarbonisation Disruption
Benedict Buckley explains why ClearBridge has been investing in companies enabling the decarbonisation transition and engaging with them to help them thrive and create value over the long term.
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ESG in the Political Spotlight
ClearBridge has found that integrating ESG analysis into their fundamental research process has allowed them to develop a more holistic view and improved stock selection over the long term.
Read MoreClearBridge 2023 Infrastructure Outlook
Nick Langley, Charles Hamieh and Shane Hurst from ClearBridge Investments discuss the infrastructure outlook for 2023, as well as some longer-term sector thematics.
Read MoreThe Most Anticipated Recession Ever
With a deep red signal emanating from their Recession Risk Dashboard and a Fed clearly willing to tolerate economic pain in order to restore price stability, ClearBridge believes a recession is likely in 2023.
Read MoreInflation Reduction Act Deepens the Decarbonisation Bench
The U.S. Inflation Reduction Act offers strong tailwinds for the renewable energy and EV supply chains, as well as companies helping the climate with energy efficiency.
Read MoreAn ESG Framework for Extractive Industries
ESG investing faces a meaningful challenge, as facilitating the energy transition must rely on extractive industries with significant negative externalities such as metals and mining.
Read MoreInvesting in Infrastructure: Why Now?
Infrastructure has seen increased attention amid the broader market weakness. ClearBridge’s Charles Hamieh discusses some opportunities and potential income benefits in the space today.
Read MoreManaging Portfolios in Volatile Markets
Charles Hamieh, MD and PM of Global Infrastructure Strategies at ClearBridge Investments, with some key insights into how his firm is dealing with the current market volatility.
Read MoreCarbon Capture: Early Days of a $1 Trillion Industry?
As Dimitry Dayen from ClearBridge reports, even the most ambitious emission-reduction scenarios maintain a share of fossil fuels usage, suggesting carbon capture solutions are needed.
Read MoreVariants Could Extend Growth Curve for Vaccine Makers
The need to safeguard the health of large populations continues to create opportunities that leverage the innovation of biopharmaceutical and lifescience tools manufacturers.
Read MoreAn Active Bet on Emissions Reductions in Energy Sector
ClearBridge Investments’ Sam Peters explains why his firm sees opportunity in the energy sector where it believes it is possible to witness adaptive change and be rewarded for it.
Read MoreAcquiring a Taste for Climate-Friendly Food
Agriculture is changing as it adapts to climate change, with the development of more planet-friendly processes having a growing impact.
Read MoreThe Peak in Peaks
Waiting for a pullback to deploy cash can be fraught with peril, as no one can time the market. Although some may be lucky enough to do so occasionally, few can consistently outperform with this strategy.
Read MorePerspectives on China, the Evergrande Saga and Macau
Paul Ehrlichman and Grace Su from ClearBridge believe the current uncertainty and risks in China should be viewed in the context of the significant long-term investment opportunities in the region.
Read MoreDelivering Income from Infrastructure
Charles Hamieh joins Matt Bushby for a discussion of how the team at ClearBridge Investments analyses the return profiles of infrastructure companies across the globe.
Read MoreThe Long View: Inflationary Riptide or Reflationary Current?
Jeffrey Schulze and Josh Jamner from ClearBridge Investments explain why the reflationary period that needs to occur before inflation has traditionally been an attractive time for investment in risk assets.
Read MoreRecession Indicators: Jobless Claims a Key Labour Barometer
The weak US December jobs report tells a somewhat more optimistic story than the headline figures suggest. ClearBridge Investments’ Jeff Schultze explains why.
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