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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.

October 1, 2024
Small Caps Compelling for Patient Investors

While the last decade has seen an extended period of large cap outperformance, current extremes in valuation metrics, historical leadership patterns and recent research supporting a potent combination of valuation and quality have created an opportune time for investors to reconsider small cap stocks.

September 15, 2024
Governance Reforms Power Japan Forward

A new emphasis on corporate governance has helped to revitalize the Japanese market by improving corporate profitability and shareholder engagement while better integrating sustainability disclosures.

August 12, 2024
Rising Unemployment: Closer Look, Different Conclusion

A triggering of the Sahm rule has spooked financial markets in recent weeks but a deeper analysis shows increasing labor supply, rather than job losses, is a primary contributor to the pickup in unemployment.

August 9, 2024
Listed Infrastructure Powers AI — And Vice Versa

The potential of AI and data growth to drive significant infrastructure investment represents an emerging long-term thematic driver for the listed infrastructure asset class.

ClearBridge Video

Large Cap Growth Strategy 3Q25 Update
Portfolio Manager Margaret Vitrano highlights positioning moves in a growth market being dominated by an aggressive AI buildout.
Large Cap Growth Performance Update: From Challenge to Opportunity
In a new Q&A, Portfolio Manager Margaret Vitrano discusses actions being taken to improve Strategy performance and where she sees the most attractive growth opportunities going forward.
Dividend Strategy 3Q25 Update
Portfolio Manager John Baldi breaks down market and portfolio performance in the third quarter, highlighting the Strategy’s diversified positioning in a concentrated market.
Dividend Strategy 2Q25 Update
Portfolio Manager Mike Clarfeld discusses market and portfolio performance in the second quarter, outlines the Strategy’s positioning and gives his outlook for the rest of 2025.
Large Cap Growth Strategy 2Q25 Update
Portfolio Manager Margaret Vitrano highlights positioning moves in a growth market being dominated by an aggressive AI buildout.