The complexity and scale of the Asian market means accessing these opportunities requires expertise and specialisation. We believe taking an active investment approach, based on in-depth analysis of individual companies is vital for identifying the region’s best and most sustainable businesses.
Delving Deeper into Yellow Signals
The ClearBridge Recession Risk Dashboard is signaling caution, but a yellow signal doesn't mean recession is right around the corner.
Around the Curve
Consumer Confidence: Will Business Follow?
Why are consumers more confident in the economy than businesses now? The divergence poses acute questions for central bank policymakers.