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ClearBridge Investments is a global equity manager committed to delivering superior risk-adjusted investment performance to investors. They pursue this goal through a combination of active, research-driven, fundamental investing.

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6 MAY 2026

AOR Update: Mailbag edition

ClearBridge Investments suggests investors could use volatility as an opportunity to deploy capital, while modestly favoring the stronger earnings revisions and more reasonable valuations available in...

14 APRIL 2026

AOR Update (Podcast): Conflict, volatility and opportunity

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...

9 APRIL 2026

Inflation and higher rates: What they mean for infrastructure

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...

7 APRIL 2026

The Long View: Climbing the wall

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.

26 MARCH 2026

Why infrastructure may hold up amid Middle East inflation pressures

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...

25 MARCH 2026

Pricing the shock: Oil, volatility and portfolio resilience

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 ...

16 MARCH 2026

Gulf conflict rewrites energy outlook

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

12 MARCH 2026

Infrastructure takeaways from the UK Spring Statement

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...

IMPORTANT LEGAL INFORMATION

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. All investments involve risks, including possible loss of principal. There is no guarantee that a strategy will meet its objective. Performance may also be affected by currency fluctuations. Reduced liquidity may have a negative impact on the price of the assets. Currency fluctuations may affect the value of overseas investments. Where a strategy invests in emerging markets, the risks can be greater than in developed markets. Where a strategy invests in derivative instruments, this entails specific risks that may increase the risk profile of the strategy. Where a strategy invests in a specific sector or geographical area, the returns may be more volatile than a more diversified strategy.

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