ClearBridge Investments Australia

What makes our Portfolio Managers optimistic about international markets where they're investing in 2025? Hear from Global Growth Portfolio Manager Elisa AmitayMazen, Global Value Improvers Portfolio Manager Jean Yu, and Infrastructure Portfolio Manager Shane Hurst on what stood out for them in a busy election year around the world. Learn more: https://ow.ly/Nu2U50V2qfV

We are pleased to share that our Legal, Risk & Compliance Team has been announced as a finalist in the Lawyers Weekly Corporate Counsel Awards 2025 for the category of 'Best Performance by a Team in Financial Services'. Congratulations to the team for this well-deserved recognition and best of luck to all the finalists! Annette Golden Sydney Abba Nicholas Onslow

With inflation concerns growing, infrastructure is becoming even more attractive for its stable returns and inflation protection. Want to learn how you can capitalise on this trend? Download the FREE e-book now to learn from our partner, ClearBridge Investments Australia! https://bit.ly/4a4atDk #ifa #InvestorDaily #investmentstrategies #assetmanagement #financialadvisers #infrastracture #ClearBridgeInvestments

Renewables Under Trump: Likely Better than Expected Changes to the Inflation Reduction Act are expected to be less significant than the market anticipates and may ultimately have a muted impact on the strong short- and long-term outlook for renewables. Learn more: https://ow.ly/3QIh50VjC1I Daniel (Eeling) Chu Shane Hurst

The ClearBridge Recession Risk Dashboard saw two negative indicator changes in February — ISM New Orders and Yield Curve — but remains in green, expansionary territory overall, while the U.S. consumer remains resilient. Learn more in our latest Anatomy of a Recession update here: https://ow.ly/S91850Vfnva Jeff Schulze, CFA Josh Jamner, CFA

You're invited to join Jeff Schulze, CFA, Shane Hurst, and Jenny Pang in our upcoming webinar as they come together to discuss the outlook for the U.S. economy and infrastructure in the year ahead. When: Tuesday, 11 February at 10am AEDT Come along and discover: 🔵 Key themes shaping the U.S. economy and markets in 2025 🔵 The outlook for infrastructure and important focus areas 🔵 Opportunities ahead in an evolving investment landscape Register here: https://ow.ly/hgSG50UTN3C We hope to see you there!

As we enter 2025, economic uncertainty remains a concern for investors. How will market trends unfold? What role will infrastructure play in navigating inflation expectations? Kicking off our first #webinar of the year, Jeff Schulze, CFA, Head of Economic and Market Strategy, and Shane Hurst, Portfolio Manager, Infrastructure Strategies, come together to discuss: 🔵 Key themes shaping the U.S. economy and markets in 2025 🔵 The outlook for infrastructure and important focus areas 🔵 Opportunities ahead in an evolving investment landscape When: Tuesday, 11 February | 10:00am AEDT Moderated by Regional Manager, Jenny Pang, this session will provide valuable insights to help you navigate the year ahead. Register Now: https://lnkd.in/dy-gBXz8

Join Portfolio Manager, Nick Langley as he explores the widespread opportunities shaping the infrastructure landscape in 2025. Watch the extended video and read the written outlook HERE: https://ow.ly/HT0E50UA56R

U.S. Economic Outlook 2025: Will U.S. Exceptionalism Continue? Jeff Schulze, CFA and Josh Jamner, CFA, authors of ClearBridge's Anatomy of a Recession, believe pro-business election results, easing monetary policy, and stable inflation will sustain economic growth and the equity bull market in 2025. They also delve into how policy decisions by the incoming Trump administration could impact specific sectors. Listen to the full episode HERE: https://ow.ly/wSkr50UvHX9

Year of the Election: Why New Global Leadership Matters While Trump’s presidential victory has captured global attention, several key elections outside the U.S. are poised to reshape international markets in the months ahead. ClearBridge’s Portfolio Managers share their insights: 🔹Shane Hurst explores infrastructure investment trends 🔹Elisa Mazen identifies key drivers of global growth 🔹Jean Yu uncovers opportunities in evolving markets Discover why new global leadership matters and what it means for investors. Read more HERE: https://ow.ly/tBEK50UuAbH