ClearBridge Investments Insights

On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments joins host John Przygocki to assess recession risks, energy price shocks, market volatility, and investor concerns from...

ClearBridge Investments: Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing throu...

Considering the constructive economic and market outlook, ClearBridge Investments believes the market will ultimately climb today’s wall of worry as investors’ leading fears are assuaged.

ClearBridge Investments believes infrastructure continues to offer built-in inflation defense, with regulatory frameworks and long-term contracts, supporting cash flows even if valuations face near-te...

ClearBridge Investments believes the most constructive outcome for energy equities is a quicker resolution to the Middle East conflict, as energy stocks typically perform better when prices stabilize ...

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...