ClearBridge Investments Insights

ClearBridge Investments believes high-quality upstream oil and LNG-linked equities offer disciplined exposure in a market where geopolitical risk now drives oil pricing.

ClearBridge Investments: Rising energy-related inflation risks underscore the importance of UK energy security and the attractiveness of regulated infrastructure businesses with revenues linked to the...

On this month’s Talking Markets podcast, our host, John Przygocki, sits down with ClearBridge Investments’ Jeff Schulze to assess the US economic outlook, evolving recession risks, and the market impl...

ClearBridge Investments: History shows that investors should take advantage of the opportunity that appears to be emerging, with solid returns in the S&P 500 following historical “geopolitical dips”.

ClearBridge Investments: The AI revolution's biggest winners may not be the mega-cap developers everyone's watching. Smaller-cap specialists building the physical infrastructure behind AI could offer ...

ClearBridge Investments: India’s long‑term growth opportunity is underpinned by favorable demographics, rising domestic consumption and corporate reforms.

ClearBridge Investments: As AI challenges digital business models, companies with physical assets, predictable cash flows, dividends and durable moats stand out as better positioned in a volatile, hig...

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...