ClearBridge Investments Insights

On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments discusses the potential for Fed interest-rate cuts and why he's leaning a bit hawkish. He also compares today's market ...

Whether a stock market bubble is forming has become a key debate for investors. ClearBridge Investments believes a boom may be ahead, driven by a favorable policy mix and a healthy consumer supporting...

ClearBridge Investments believes accelerating policy-driven investment and AI-driven data center growth are unlocking a multi-decade growth opportunity for listed utilities globally.

On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments shares his take on the August payroll figures and reviews the Recession Risk Dashboard which is currently holding with ...

ClearBridge Investments: We believe the underlying health of the labor market remains solid, despite the recent shocks. As the impacts from these shocks fade, the resilience of the US economy will onc...

On this month’s Talking Markets podcast, ClearBridge Investments' Jeff Schulze provide his insights on the US labor market–reviewing the latest job report and past payroll revision figures. And, he co...

ClearBridge Investments: With clarity on tariffs emerging, a major source of macro and market uncertainty is waning. Combined with a tax and fiscal boost from new legislation, corporate animal spirits...

US equities underperformed global markets in the first six months of 2025, but continue to trade at a premium to foreign markets. ClearBridge Investments outlines the case for global diversification.