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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

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.
The Rotation to Resilience
Market leadership is broadening beyond mega-cap AI winners toward “durability” characteristics such as predictable earnings, strong free cash flow and tangible asset backing — making hard-asset, low-obsolescence (HALO) stocks particularly attractive.
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.
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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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