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Everything from ClearBridge Investments

While markets watch SpaceX, a Russell rebalance rewrites the rulebook for both active and passive managers

From ClearBridge Investments

As SpaceX prepares for world’s largest IPO, investors should not overlook the June rebalance of the Russell 1000 Growth and Value Indexes, which will materially reshape exposures, especially among mega

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15 Jun 2026

Corporate capex provides solid footing for US equities

From ClearBridge Investments

Corporate capex is supporting economic growth in the US, according to Jeff Schulze, head of economic and market strategy at ClearBridge Investments. Artificial intelligence (AI) investment in data centers requires

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12 Jun 2026

ClearBridge sees non-U.S. equities as an attractive opportunity

From ClearBridge Investments

As investors digest implications of a higher US consumer price index reading and a historic summit between US President Donald Trump and Chinese President Xi Jinping, ClearBridge Investments says investors needn’t

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15 May 2026

Market will ultimately climb today’s wall of worry

From ClearBridge Investments

Strong market entry points are rarely found during moments of comfort or clarity. Instead, the most attractive buying opportunities are typically associated with periods of market stress. From there, equities

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16 Apr 2026

Buy the dip? History suggests geopolitical shocks can create opportunity

From ClearBridge Investments

Escalating tensions in the Middle East have once again rattled global markets with oil markets at the centre of investor concern. The possibility that Iran could disrupt the Strait of

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16 Mar 2026

Earnings momentum signals a new phase for Australian equities

From ClearBridge Investments

Australian equities delivered a strong performance in 2025, with the S&P/ASX 200 rising more than 10%[1]), supported by a falling interest rate environment and easing inflation pressures. Market leadership was

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12 Feb 2026

Long term structural drivers lift investment in emerging market equities

From ClearBridge Investments

Emerging market equities delivered strong results across 2025, providing investors with year-to-date returns exceeding 30%*. Despite this impressive performance, ClearBridge Investments says the market recovery is still at an early

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20 Jan 2026

Alternative private sector data points to a growing US economy despite lack of economic data releases from the US government

From ClearBridge Investments

The U.S. federal government shutdown has halted most economic data releases over the past month. While the timing is suboptimal given the cooling U.S. labor market, this does not mean

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08 Nov 2025

Gen AI buildouts continue to spur tech infrastructure boom

From ClearBridge Investments

Three years after the launch of ChatGPT, generative artificial intelligence (Gen AI) has become one of the most transformative forces in global technology markets. According to Hilary Frisch, Portfolio Manager

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27 Oct 2025

Franklin Templeton completes Martin Currie integration with ClearBridge, further strengthening Australian market presence

From ClearBridge Investments

Franklin Templeton has completed the global integration of Martin Currie’s investment capabilities into ClearBridge Investments. This marks a significant milestone in Franklin Templeton’s business strategy in Australia, reinforcing its commitment

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03 Oct 2025

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]