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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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DECEMBER 9, 2025

Infrastructure outlook: AI, decarbonization and policy tailwinds in 2026

ClearBridge Investments believes the outlook for infrastructure in 2026 remains robust, driven by the accelerating demand for power and data fueled by AI.

DECEMBER 8, 2025

Under the Radar: Why now is the time for emerging markets

ClearBridge Investments believes emerging market equities have turned a corner, showing strong performance after years of lagging returns.

DECEMBER 5, 2025

AOR Update: Is AI a clear and present danger?

ClearBridge Investments: The ClearBridge Recession Risk Dashboard remains firmly in green expansionary territory; despite AI labor fears, supportive fiscal and monetary policy should power the US econ...

DECEMBER 2, 2025

Emerging markets equity outlook: Tides are turning

ClearBridge Investments believes emerging market equities have turned a corner, showing strong performance after years of lagging returns.

NOVEMBER 24, 2025

US economic outlook: Consumer still standing, corporations healthy

Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses key spending, employment and other policy factors he is following as we look forward to 2026.

NOVEMBER 17, 2025

AOR Update (Podcast): Robust earnings good for labor market

On this month’s Talking Markets podcast, Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses the latest US economic outlook and provides insights on the Recession ...

NOVEMBER 14, 2025

US equities: Consequences of capital flows can’t be ignored

ClearBridge Investments: In markets, money is energy—and flow, not form, drives the cycle between fear and greed.

NOVEMBER 13, 2025

GenAI buildouts spur tech infrastructure boom

ClearBridge Investments: Ambitious capital spending on generative AI projects by hyperscalers, which we view as a once-in-a-decade cycle, represents a meaningful tailwind for technology infrastructure...