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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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AUGUST 3, 2026

Beyond Silicon Valley: Where AI Value Is Really Created

ClearBridge Investments outlines why the artificial intelligence boom has been led by Silicon Valley, but the next phase of value creation may be decided by physical bottlenecks.

JULY 21, 2026

Beyond US Borders: The Case for International Equities

ClearBridge Investments global growth portfolio manager, Michael Testorf explores why now could be a pivotal moment for international equity investors.

JULY 14, 2026

AOR Update (Podcast): Two Macro Economic Risks Fading

In this latest Talking Markets podcast, Jeff Schulze of ClearBridge Investments explains to host John Przygocki why he maintains a constructive outlook for the US economy, putting the odds of recessio...

JULY 8, 2026

The Long View: Not a Straight Line

ClearBridge Investments: Although markets often pause to digest after large gains, history suggests these episodes usually prove fleeting, meaning major indexes could move higher in the second half of...

JUNE 17, 2026

Navigating disruption via infrastructure and value

ClearBridge Investments: Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI...

JUNE 16, 2026

Orbit shift: Sizing up the impact of SpaceX and mega IPOs

Mega initial public offerings like SpaceX are bringing large private-market platform companies into public markets, raising important questions about valuation, liquidity, index inclusion and durable ...

JUNE 16, 2026

AOR Update (Podcast): Resilience

Jeff Schulze of ClearBridge Investments joins host John Przygocki to discuss US economic resilience amid Middle East energy disruptions. With 11 of 12 of his Recession Risk Dashboard indicators now gr...

JUNE 11, 2026

Opportunities in international markets

Paweł Wróblewski, Portfolio Manager at ClearBridge Investments, breaks down three powerful macro drivers reshaping the global investment landscape.