Insights Library

ClearBridge Investments believes high-quality upstream oil and LNG-linked equities offer disciplined exposure in a market where geopolitical risk now drives oil pricing.

In this month’s Allocation Views, healthy earnings growth is disguising a bifurcation that has resulted in particularly challenging earnings expectations for large-cap growth stocks in 2026.

ClearBridge Investments: War can embed a persistent risk premium in crude oil. This is typically constructive for upstream Canadian energy producers and supportive for Canada’s “secure supply” positio...

Franklin Templeton Institute’s Stephen Dover explores the ripple effects of the closure of the Strait of Hormuz.

This bi-annual outlook survey is designed to give a view across our investment teams. The expectations for 2026 are based on survey results from investment professionals across all asset classes. We a...

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 impl...

Franklin Templeton Fixed Income CIO Sonal Desai shares her perspective on the oil shock’s impact on growth, inflation and financial markets.

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 the...