ClearBridge Investments Insights

ClearBridge Investments: Despite bubble fears, there are several key differences between the late 1990s and today that we believe bode well for US equities in the year to come.

ClearBridge Investments: Shifting geopolitics are causing policymakers in Europe and Japan to step up fiscal spending to gain self-sufficiency and generate growth.

On this month’s Talking Markets podcast, our host John Przygocki and ClearBridge Investments’ Jeff Schulze examine the state of the US economy following the end of the government shutdown and amid ong...

ClearBridge Investments expects a broadening of market participation that should benefit more diversified portfolios in 2026.

ClearBridge Investments believes the outlook for infrastructure in 2026 remains robust, driven by the accelerating demand for power and data fueled by AI.

ClearBridge Investments believes emerging market equities have turned a corner, showing strong performance after years of lagging returns.

ClearBridge Investments: The ClearBridge Recession Risk Dashboard remains firmly in green expansionary territory; despite AI labor fears, supportive fiscal and monetary policy should power the US econ...

Just as during bushfire season, there are important risks that income-focused investors such as retirees should consider planning for in their portfolios, well before ever changing market conditions c...