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We're Fans of Fundamentals, Not Fads

Our disciplined, long-term approach to investing is firmly anchored in foresight, knowledge and collaboration. This rigor not only delivers portfolios distinct from the market, it also helps us look past the prevailing narratives to identify enduring value.

Latest Perspectives

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.
AI Boom Requires Active Management, Discipline
Dividend Strategy 4Q25: With investors beginning to ask whether AI represents a bubble, our approach limits the risk of a bubble popping.
Preparing for Improving Growth Earnings
International Growth EAFE 4Q25: We have increased our exposure to stocks with value characteristics through our structural growth bucket, mostly by expanding allocations to banks.
The Long View: Party Like It's (Not) 1999
Despite bubble fears, there are several key differences between the late 1990s and today that we believe bode well for U.S. equities in the year to come.
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Strategy in Focus

  • Past performance is no guarantee of future results. Copyright © 2023 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information.

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