Featured Insights


Chart of the Week

CASH: PLENTY OF DRY POWDER

Chart courtesy of ClearBridge Investments. * Institutional & Retail Money Funds – ICI. ** MSCI U.S. IMI Index. Data as of July 3, 2020. Source: FactSet. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment

Cash: Plenty of dry powder

Chart of the Week

Market Snapshot

Oil Shock: The Energy Sector and Beyond

The collapse in oil prices has added to market dislocations and uncertainty associated with the coronavirus pandemic.


Featured Insights

Market Outlook
Sep 01
Market Outlook

Recovery Indicators Update

Rebound Gaining Steam

September 01, 2020

Improvement in Housing Starts and Credit Spreads data confirms our view that a durable market and economic bottom has formed.

Market Outlook
Aug 27
Market Outlook

The New Normal

The Office: Not Dead Yet

August 27, 2020

The pandemic has created short-term demand challenges for office properties, but we are skeptical that working from home will severely impact office usage long-term.

Market Outlook
Aug 03
Market Outlook

Recovery Indicators Update

Economy Finding Firmer Footing

August 03, 2020

Two positive signal changes re-affirm the overall green signal of the ClearBridge Recovery Dashboard.

Investment Insights
Jul 08
Investment Insights

Infrastructure Earnings and COVID-19 Uncertainty

July 08, 2020

The market has potentially mispriced COVID-19's impact on both earnings and the market risk premium attached to infrastructure assets.

Market Outlook
Jul 07
Market Outlook

Recovery Indicators: FOMO or FOGO?

July 07, 2020

Labor market weakness and consumer caution will weigh on the recovery, but equity markets typically follow the kind of rally seen in Q2 with gains over the following year.

Investment Insights
Jun 09
Investment Insights

The New Normal

Retailers Go All-In Online

June 09, 2020

Inroads made by e-commerce in retail sectors like groceries and food delivery during the COVID-19 lockdown are likely permanent.

Market Outlook
Jun 03
Market Outlook

Recovery Indicators Update

Green Shoots Begin to Emerge

June 03, 2020

The ClearBridge Recovery Dashboard improved to a cautious yellow in May on upgrades to credit spreads and initial jobless claims.

Investment Insights
May 26
Investment Insights

The 2020 Impact Report

Improving Outcomes Through Active Company Ownership

May 26, 2020

A comprehensive review of the sustainability issues ClearBridge is addressing through ESG engagement.

Investment Insights
May 13
Investment Insights

The New Normal

Health Care Innovation Earns Validation

May 13, 2020

Biopharmaceuticals should see only limited disruption from the pandemic and help maintain the health care sector's market leadership position.

Investment Insights
May 05
Investment Insights

Assessing The Risks of Reopening

May 05, 2020

Some regions and industries may be better positioned than others for a rebound from COVID-19 closures.

Market Outlook
May 05
Market Outlook

Recession Indicators Update

Searching for a Market Bottom

May 05, 2020

High unemployment and consumer caution could limit the reopening of the U.S. economy -- delaying the formation of a durable market bottom and fostering near-term volatility.

Market Outlook
May 04
Market Outlook

Gauging the Potential for a Value Cycle

May 04, 2020

Growth and value stock trends suggest there's potential for a major change in economic and market dynamics.

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