ClearBridge Investments Australia

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

In ClearBridge’s most recent U.S. Equity Outlook, CIO, Scott Glasser explains why he expects U.S. returns to be more subdued but positive in the year ahead given ample liquidity, healthy corporate profits and animal spirits buoyed by expectations of a pro-growth, deregulatory agenda. Read the full outlook HERE: https://ow.ly/VFkK50UshMZ

We are honoured to share that ClearBridge has been awarded 'Best Listed Real Assets Fund' at Money Best of the Best Awards 2025. Thank you to the team at Money Magazine Australia for the recognition, and congratulations to our team of infrastructure experts! Nick Langley Shane Hurst Charles Hamieh Simon Ong Daniel (Eeling) Chu David K P. Matthew Bushby Andrea Roberts Nathan Ahboo Devin O'Keefe Jenny Pang Hui Yan Teh Jonathon Hall Georgia Gulliver

2025 Infrastructure Outlook: Bridging the Valuation Gap Explore how widespread opportunities continue across the infrastructure landscape, with strong fundamentals and the market still massively underestimating the growth in electricity demand driven by AI and data growth. This outlook explains how peaking rates, rising electricity demand, and untapped earnings potential will drive 2025 growth in utilities, energy, and transportation. Read the full outlook here: https://ow.ly/lM4s50Ushbs Charles Hamieh Nick Langley Shane Hurst

We are proud to celebrate 10 years of working in partnership with WaterAid Australia. Over this time, we've worked together to improve access to clean water, sanitation, and hygiene education in Timor-Leste. The projects undertaken in the last decade have transformed the lives of many individuals and rural communities. We are honoured to continue this partnership, united by a shared vision to create a future where essential services are accessible to all. Jason Ampt Andrea Roberts

Election Aftershock: What Does a Trump Presidency Mean for U.S. Equities? A resilient economy that could be further bolstered by pro-growth policies should prove beneficial for equity investors, who have historically benefited irrespective of party leadership so long as recessions have been avoided. Find out more: https://ow.ly/MueJ50U2Q6p Jeff Schulze, CFA Josh Jamner, CFA

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