ClearBridge Investments Insights

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

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...

ClearBridge Investments believes the probability of a pickup in layoffs tipping the economy into a recession remains low. They remain confident that US economic growth will continue to moderate but st...

On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments discusses the potential for Fed interest-rate cuts and why he's leaning a bit hawkish. He also compares today's market ...

Whether a stock market bubble is forming has become a key debate for investors. ClearBridge Investments believes a boom may be ahead, driven by a favorable policy mix and a healthy consumer supporting...

ClearBridge Investments: Whether a recent fall for the US dollar portends a regime shift toward systematic weakness has key ramifications for global equity leadership.

ClearBridge Investments believes accelerating policy-driven investment and AI-driven data center growth are unlocking a multi-decade growth opportunity for listed utilities globally.

On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments shares his take on the August payroll figures and reviews the Recession Risk Dashboard which is currently holding with ...