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    Blogs

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.

January 5, 2026
ESG Outlook 2026: Resilience and Evolution

Renewables form a relatively high percentage of power both being built today and planned for the immediate future; biodiversity, AI, defense and nuclear are also key issues for 2026.

December 5, 2025
UK Autumn Budget Is Infrastructure Friendly

The November UK Budget offers continued support in terms of pipeline visibility and policy direction, in particular for infrastructure helping the energy transition.

December 4, 2025
AOR Update: Is AI a Clear and Present Danger?

The ClearBridge Recession Risk Dashboard remains firmly in green expansionary territory; despite AI labor fears, supportive fiscal and monetary policy should power the U.S. economy and corporate earnings in 2026.

December 1, 2025
UK Equities: Time to Get Excited

The UK’s reliable dividend yield and increasing share buybacks continue to provide robust shareholder returns, while government initiatives may boost domestic investment and support further market recovery.

Related Perspectives

Value Strategy 4Q25 Update
Portfolio Manager Sam Peters discusses the drivers of portfolio performance in the fourth quarter, recent buys and sells and why positioning for many possible futures is important in a market priced for a narrow set of outcomes.
Dividend Strategy 4Q25 Update
Portfolio Manager Mike Clarfeld breaks down portfolio performance in the fourth quarter, discusses his approach to diversification in a concentrated market and gives his outlook for dividend stocks in 2026.
International Growth EAFE Strategy 4Q25 Update
PM Michael Testorf highlights how the Strategy is navigating a value-dominated international equity market and what to look for in 2026.
Large Cap Growth Strategy 4Q25 Update
Portfolio Manager Margaret Vitrano highlights performance and positioning activity for the quarter and full year amid a momentum driven growth market.
2026 Infrastructure Market Outlook
We expect fiscal liquidity and dovish central bank policy in 2026 to pressure bond yields, which should support utilities and also drive growth on GDP-sensitive user-pays infrastructure.
Simple, Not Easy: Resetting the Odds for Value in 2026
Value 4Q25: Extreme valuation spreads are creating a compelling probability gap for value in 2026.
Quality Stocks’ Underperformance at Extremes
Large Cap Value 4Q25: We see significant value opportunities as capital shifts from high-flying growth stocks toward overlooked, high-quality businesses.
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