×
×
×
×
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.

    Blogs

March 11, 2026
Gulf Conflict Rewrites Energy Outlook

High-quality upstream oil and LNG-linked equities offer disciplined exposure in a market where geopolitical risk now drives oil prices.

March 9, 2026
Infrastructure Takeaways from the U.K. Spring Statement

Rising energy-related inflation risks underscore the importance of U.K. energy security and the attractiveness of regulated infrastructure businesses with revenues linked to their regulated asset bases.

March 4, 2026
AOR Update: Buy the Geopolitical Dip?

History shows that investors should take advantage of the opportunity that appears to be emerging, with solid returns in the S&P 500 following historical “geopolitical dips.”

March 2, 2026
AI’s Expansion Runs on Smaller Companies

AI’s expansion is not solely a mega cap story — it is a multiyear infrastructure cycle supported by smaller companies building, powering and equipping the data center ecosystem.

March 2, 2026
Software Scare Is a Wake-Up Call: Time to Diversify

As AI challenges digital business models, companies with physical assets, predictable cash flows, dividends and durable moats stand out as better positioned in a volatile, high‑valuation market.

February 2, 2026
AOR Update: New Year, Same Rotation

Market leadership continued to broaden in January; the ClearBridge U.S. Recession Dashboard continues to show a solid overall expansionary green signal, with one positive indicator change so far in 2026.

Related Perspectives

Inflation and Higher Rates: What They Mean for Infrastructure
Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.
Value Resilience Amid Volatility
Value 1Q26: Value stocks outperformed, even as volatility and sector rotations challenged broader equity markets.
Diversification Rewarded Amid AI and Geopolitical Shocks
Dividend Strategy 1Q26: The Strategy held up in a volatile quarter, benefiting from a sizable underweight to IT during a sharp software selloff and an overweight to energy as geopolitical tensions drove oil prices higher.
Panning for Fresh Sources of Growth
International Growth EAFE 1Q26: We see a better setup for the Strategy as growth’s valuation premium narrows and we reposition into newer areas of growth outside technology.
Volatility Returns, Selectivity Matters
Appreciation 1Q26: Amid rotating market leadership and heightened inflation, policy and labor risks, a few positive trends urge selectivity and strong fundamentals in portfolio construction.
Rotation, Volatility and Opportunity in SMID Growth
SMID Cap Growth 1Q26: The Strategy outperformed in a volatile quarter, driven by strong stock selection as shifting market leadership created new opportunities across SMID growth.
Amid Dynamic Straits, Small Caps Reassert Leadership
Small Cap Growth 1Q26: Industrials and defensive consumer holdings drove outperformance amid increasing uncertainty around AI disruption and uneven retail spending trends.
More