ClearBridge Investments Insights

On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments reviews the latest Recession Risk Dashboard, including an update to Manufacturing PMI, New Orders. He also shares his t...

ClearBridge Investments believes a further continuation of late 2025’s broadening earnings delivery and accompanying market leadership rotation is likely given the underlying fundamental drivers.

On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments shares insights from the ClearBridge Recession Risk Dashboard, explores the outlook for US equities in 2026, and discus...

ClearBridge Investments: Renewables form a relatively high percentage of power both being built today and planned for the immediate future. Biodiversity, AI, defense and nuclear are also key issues fo...

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

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.

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