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July 21, 2026
Canada’s Infrastructure Moment

Canada may be entering a new industrial investment cycle, supported by major infrastructure, energy, data center, transmission, port and carbon-capture projects announced this month.

June 1, 2026
Navigating Disruption via Infrastructure and Value

Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI, the energy transition and geopolitical tensions.

April 1, 2026
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.

October 1, 2025
Gen AI Buildouts Spur Tech Infrastructure Boom

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 providers supplying the picks and shovels to run large language models.

September 15, 2025
Does the Buck Stop Here?

Whether a recent fall for the U.S. dollar portends a regime shift toward systematic weakness has key ramifications for global equity leadership.

April 1, 2025
The Next Generation of Dividend Aristocrats

The next generation of dividend aristocrats exhibits the same compounding strength as their predecessors but with new and diverse growth drivers.

March 31, 2025
The Rising Case for International Equities

Massive fiscal reforms in Europe and resolution of the Russia-Ukraine war could help close the leadership gap between the U.S. and the rest of the world.

ClearBridge Video

Large Cap Growth Strategy 2Q26 Update
PM Margaret Vitrano highlights significant changes to the benchmark Russell 1000 Growth Index and the Strategy’s move to non-diversified mandate.
Dividend Strategy 2Q26 Update
John Baldi reviews second-quarter performance, discussing recent moves in semiconductor-related holdings and why diversification, dividend growth and disciplined valuation remain central to the portfolio’s outlook.
Value Strategy 2Q26 Update
Portfolio Manager Sam Peters discusses the drivers of portfolio performance in the second quarter, recent buys and sells and how a less one-dimensional market creates opportunities for disciplined value investors.
Beyond US Borders: The Case for International Equities
PM Michael Testorf highlights the most compelling drivers of equity performance in developed markets and how the team is targeting these opportunities.
Large Cap Growth Strategy 1Q26 Update
Portfolio Manager Margaret Vitrano highlights a period of stabilization for the Strategy supported by a diversified set of contributors outside technology.