ClearBridge Investments
Equity and sustainability perspectives from ClearBridge Investments.
United States4 articlesLast published 17 Apr 2023
Equities
Research
ClearBridge InvestmentsAlternatives
ClearBridge Commentary: Global Infrastructure Income Strategy 1Q26
ClearBridge reviews Q1 2026 performance of its Global Infrastructure Income Strategy, noting listed infrastructure outperformed global equities as a software selloff drove rotation into defensives and the Iran conflict stoked inflation fears and flight-to-safety demand. The commentary covers sector and stock attribution, portfolio changes including new positions in Grupo Aeropuertos Del Sureste, Pembina Pipeline, and Getlink, and reaffirms a constructive long-term outlook underpinned by inflation pass-through mechanisms and an accelerating infrastructure investment cycle.
17 Apr 2023
ClearBridge InvestmentsAlternatives
ClearBridge Commentary: Global Infrastructure Value Strategy 1Q26
ClearBridge's Q1 2026 quarterly commentary on its Global Infrastructure Value Strategy reviews a quarter in which listed infrastructure outperformed global equities, led by natural gas utilities and pipelines, amid a software selloff, market rotation to defensives, and inflation fears sparked by conflict with Iran. The managers detail key contributors and detractors, portfolio changes including new positions in RWE, Engie, and PG&E, and maintain a constructive outlook underpinned by infrastructure's inflation pass-through mechanisms and an accelerating multi-year investment cycle.
17 Apr 2023
ClearBridge InvestmentsEquities
ClearBridge Commentary: Sustainability Leaders Strategy 1Q26
ClearBridge reviews Q1 2026 performance of its Sustainability Leaders Strategy, which outperformed the Russell 3000 despite zero energy exposure, driven by strong stock selection in health care, real estate, and industrials amid broad equity declines. The commentary details portfolio positioning shifts - reducing cyclical exposure, adding health care and semiconductor capital equipment - and outlines an overweight to industrials, materials, and semiconductors targeting AI infrastructure and reshoring beneficiaries, balanced by underweights to consumer discretionary and communication services.
17 Apr 2023
ClearBridge InvestmentsEquities
ClearBridge Commentary: Value 1Q26
ClearBridge reviews the performance of its Value Strategy in Q1 2026, during which value outperformed growth amid macro-driven volatility, geopolitical tensions (Iran conflict), rising commodity prices, and higher rates, though the Strategy trailed its Russell 1000 Value benchmark due to stock selection headwinds in IT and consumer staples. The commentary details sector attribution, key contributors and detractors, portfolio transactions including new positions in Eli Lilly, Alnylam, and Boston Scientific, and an outlook favoring disciplined value investors as market leadership broadens toward energy and industrials.
17 Apr 2023