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Sustainability Driving Business Forward

May 1, 2025

 

Ben Buckley, Anna Bui and Jean Yu launch the 2025 ClearBridge Stewardship Report in a lively discussion of recent shifts in global policy priorities, the U.N.'s Sustainability Development Goal framework and how companies in ClearBridge portfolios are driving growth through addressing the world's pressing sustainability challenges.

Related Perspectives

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.
Simple, Not Easy: Resetting the Odds for Value in 2026
Value 4Q25: Extreme valuation spreads are creating a compelling probability gap for value in 2026.
Participating Well in Value Tailwinds
International Value 4Q25: A broadening global rally and record value dispersion reinforced the case for disciplined international value investing as markets enter a more balanced 2026.
Improvers Benefit from a Broadening Market
Global Value Improvers 4Q25: A broadening global rally and improving fundamentals across key holdings supported strong fourth-quarter performance for Global Value Improvers.
Keeping an Eye on Quality Through the Cycle
Sustainability Leaders 4Q25: We are remaining valuation disciplined as we see pockets of excess in the valuations for stocks in the AI ecosystem, and we believe through-the-cycle performance favors quality-focused investing.
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  • Past performance is no guarantee of future results. Copyright © 2025 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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