ClearBridge Investments Australia

Join Charles Hamieh and Devin O'Keefe in our upcoming webinar at 10:30am (AEDT) on Wednesday, 30 October as they explore the current economic and political environment and how infrastructure assets potentially face a favourable tailwind. Register here: https://ow.ly/FAms50TLjUb

With the U.S. election right around the corner, hear from Jeff Schulze, CFA on potential election outcomes and their likely impact on government spending, tax changes, trade policy, and the U.S. economy overall. Full podcast: https://ow.ly/48fL50TSb3B

ClearBridge Australia has been named a Responsible Investment Leader for 2024 by the Responsible Investment Association Australasia (RIAA)! We are proud to be recognised for our commitment to responsible investing; strong and collaborative stewardship; and transparency in reporting activity. Learn more about our approach to responsible investing: https://ow.ly/fQra50TQqwU

We are proud to announce that ClearBridge has been awarded Infrastructure Fund of the Year for 2024 at the Zenith Fund Awards! Thank you to the team at Zenith Investment Partners for the recognition, and congratulations to our team of infrastructure specialists! Nick Langley Shane Hurst Charles Hamieh Simon Ong Daniel (Eeling) Chu David K P. Matthew Bushby Andrea Roberts Jenny Pang Nathan Ahboo Devin O'Keefe Hui Yan Teh Georgia Gulliver Caris Graham Jenni Li Michael Blenkinship

Japan has made significant strides in enhancing its corporate governance practices. The Japanese market is experiencing a revitalisation due to reforms in corporate governance, improving profitability and shareholder engagement while better integrating sustainability disclosures. Learn more from our Global Value Improvers team: https://ow.ly/ysJC50TMg38 Jean Yu & Grace Su

U.S. Election Themes and Investment Implications: Jeff Schulze, CFA analyses the four policy areas that will be most impacted by the election and why the trajectory of the economy is more important for equities than who wins the White House. Read the full update here: https://ow.ly/bgg650TBQRJ

In our latest U.S. Economic Update 'Two Steps Forward, One Step Back,' equities bounced back from midsummer losses, supported by improving jobless claims and commodities data, which signalled resilience in the economy. However, a decline in ISM New Orders shows that challenges remain. Read more here for a detailed look at what’s driving these shifts: https://ow.ly/66Ml50TnOyq Josh Jamner, CFA Jeff Schulze, CFA

ClearBridge recently launched a new global equity fund in Australia, based on the Global Value Improvers Strategy. The Strategy offers exposure to undervalued global companies with a focus on the interplay between improving ESG practices and business growth. Last week, Head of Global Business Development, Vinay Nadkarni, spoke with ausbiz about how the Global Value Improvers Strategy combines earnings growth with sustainability. Watch now: https://ow.ly/ywbJ50TjBRJ

In our latest whitepaper, Portfolio Manager, Shane Hurst, reveals how AI-driven data growth is reshaping key sectors like utilities, rail, and communications by driving increased power demand. Discover why listed infrastructure is at the forefront of this transformation and its critical role in the AI era. https://ow.ly/AJQh50T4ESW

A few of the #ClearBridge team started this week in Queenstown at The Inside Network Investments Leaders Forum. Portfolio Manager, Shane Hurst, presented on the role that #infrastructure can play in supporting the AI boom. And well-done to Regional Manager, Jenny Pang, who took out the ‘Press Conference’ win, a session unique to The Inside Network that showcases the personalities and characters of the event's education partners.