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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

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.