Literature Results Page

Commentary to ClearBridge Portfolio Managers Evan Bauman and Richie Freeman's conference call on September 19th.

ClearBridge commentary and outlook on Energy markets and MLPs.

While the particular issues may vary, the rationale for conducting ESG analysis in emerging markets is no different from that in developed markets.

Emerging markets look well placed to outperform developed markets as profitability recovers. With that in mind, investors need to think carefully about how best to access the long-term growth story these markets can offer. In particular, should investors opt for a passive or active approach?

Rather than catching up, emerging markets are now taking the lead in many different areas of technology. With plenty of untapped growth left, and the highest-quality firms widening their competitive moats, this area may present some of the most attractive long-term investment opportunities.

Finding capital returns is a difficult challenge in a world of low growth expectations and low interest rates. Yet in this environment, emerging markets (EMs) can offer attractive access to equity growth potential.

Although climate change and environmental degradation are global issues, local imperatives are increasingly galvanizing emerging markets in their efforts to transition to low-carbon, environmentally friendly economies.

Extreme pollution levels are probably why, unlike the US (which withdrew from the agreement), China remains committed to Paris and Xi Jinping is very unlikely to allow his country to weaken its resolve.

Investment manager commentary that features an overview of performance, activity and perspective on the market environment.

Investment manager commentary that features an overview of performance, activity and perspective on the market environment.