ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, real assets and income.
ClearBridge manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world's largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals.
ClearBridge operates with investment autonomy from headquarters in New York and offices in Baltimore, Calgary, Edinburgh, Fort Lauderdale, Leeds, London, Melbourne and Sydney.
The most effective way to express our highest-conviction ideas.
A specialized group of sector and portfolio analysts drives differentiated stock selection.
We believe active, integrated Environmental, Social and Governance (ESG) investing allows investors to pursue principles and performance.
Each manager follows a well-defined investment process rooted in the discipline, rigour and experience gained over decades of successfully navigating global markets—and underpinned by robust risk management protocols at the portfolio and enterprise levels.
Visit our subsidiary ClearBridge Investments’ website to learn more about our investment advisor.
May 14, 2026
ClearBridge Investments: The ongoing energy crisis is pushing global oil inventories, including many critical product inventories, toward all-time lows, and it may be time to position portfolios given the potential for supply shortages to emerge.
May 6, 2026
ClearBridge Investments suggests investors could use volatility as an opportunity to deploy capital, while modestly favoring the stronger earnings revisions and more reasonable valuations available in non-US equities.
April 14, 2026
On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments joins host John Przygocki to assess recession risks, energy price shocks, market volatility, and investor concerns from AI and labor trends to private credit and market concentration. Schulze also explains why the current “wall of worry” can actually create long-term equity opportunities.
April 9, 2026
ClearBridge Investments: Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.
April 7, 2026
Considering the constructive economic and market outlook, ClearBridge Investments believes the market will ultimately climb today’s wall of worry as investors’ leading fears are assuaged.
March 26, 2026
ClearBridge Investments believes infrastructure continues to offer built-in inflation defense, with regulatory frameworks and long-term contracts, supporting cash flows even if valuations face near-term rate pressure.
March 25, 2026
ClearBridge Investments believes the most constructive outcome for energy equities is a quicker resolution to the Middle East conflict, as energy stocks typically perform better when prices stabilize at higher levels.
March 16, 2026
ClearBridge Investments believes high-quality upstream oil and LNG-linked equities offer disciplined exposure in a market where geopolitical risk now drives oil pricing.
March 12, 2026
On this month’s Talking Markets podcast, our host, John Przygocki, sits down with ClearBridge Investments’ Jeff Schulze to assess the US economic outlook, evolving recession risks, and the market implications of escalating geopolitical tensions. The conversation spans inflation dynamics, the potential impact of oil price increases and Fed policy expectations, while also exploring AI disruption and providing an update on US equity markets.
March 12, 2026
ClearBridge Investments: Rising energy-related inflation risks underscore the importance of UK energy security and the attractiveness of regulated infrastructure businesses with revenues linked to their regulated asset bases.
Past performance is no guarantee of future results. Performance shown excludes sales charges, if any. Had sale charges been included, performance would be lower. The "% Change" column(s), indicate a change in the Net Asset Value (NAV) or Market Price from the previous business day. All investments involve risk, including loss of principal. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision. Additional share classes and products may be available.
Past performance is no guarantee of future results. Performance shown excludes sales charges, if any. Had sale charges been included, performance would be lower. All investments involve risk, including loss of principal. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision. Additional share classes and products may be available.
All investments involve risks, including possible loss of principal.
Past performance does not guarantee future results.
Please see each product’s webpage for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.
