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Insights
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A Governance-First Foundation to Sustainability in Emerging Markets
Because ESG standards vary widely by country and company, governance offers a practical foundation for evaluating resilience, stewardship and long-term value creation.
- Date published
- 18 May 2026
- Tag
- Stewardship & Sustainability
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Emerging Markets: Monthly Update April 2026
The Strategy outperformed in a risk-on April, supported by positive stock selection among technology and industrial names in South Korea and Taiwan.
- Date published
- 30 Apr 2026
- Tag
- Emerging Markets
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UK Equities: Why the UK market’s resurgence has further to run
Ben Russon, Co-Head, UK Equities of ClearBridge Investments says global leaders, strong income and low valuations mean the UK market’s recovery is far from over.
- Date published
- 30 Apr 2026
- Tag
- UK Equities
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UK Equities: Middle East conflict reflections
Global equity markets are facing heightened geopolitical risk and volatility as the Middle East conflict continues. Ben Russon, portfolio manager at ClearBridge Investments, believes that despite inflation challenges at home, UK equities stand out
- Date published
- 28 Apr 2026
- Tag
- UK Equities
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Emerging Markets: First Quarter 2026 Commentary
We believe short-term retrenchment in emerging markets can lead to a more sustainable return environment and better opportunities for active stock picking.
- Date published
- 31 Mar 2026
- Tag
- Emerging Markets
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UK Equities: Global diversification hiding in plain sight
Though London-listed, UK equities are often global businesses earning most revenues overseas. Trading at a 30% discount to global indices, Jo Rands explains why we think it's time to reconsider the UK.
- Date published
- 23 Mar 2026
- Tag
- UK Equities
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UK Equities: Performance Has Returned, Value Remains
UK equities have surged back into favour - yet the opportunity is far from fully priced in. Despite strong index performance and improving macro conditions, the market continues to trade at a meaningful discount to global peers. Beneath the headline
- Date published
- 3 Mar 2026
- Tag
- UK Equities
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Emerging Markets: Monthly Update February 2026
We don’t see emerging markets as specifically exposed to the Iran conflict and it may support the current positive asset allocation moves towards EM amid U.S. dollar uncertainty.
- Date published
- 28 Feb 2026
- Tag
- Emerging Markets
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Emerging Markets: Monthly Update January 2026
Positive momentum in emerging markets extended into the new year, with Asian companies supporting the AI buildout leading the charge.
- Date published
- 31 Jan 2026
- Tag
- Emerging Markets
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Emerging Markets: Fourth Quarter 2025 Commentary
Semiconductor Strength Drives EM Outperformance: The Strategy outperformed the benchmark for the quarter and full year, led by strong contributions from our holdings in Korea, China and Taiwan.
- Date published
- 31 Dec 2025
- Tag
- Emerging Markets
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Emerging Markets Equity Outlook: Tides are Turning
Structural market drivers remain, with technology surging on strong earnings, China recovering and India offering long term opportunities.
- Date published
- 28 Nov 2025
- Tag
- Emerging Markets
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UK Equities: Time to Get Excited
We believe UK equities remain attractively valued despite strong returns, with rate cuts, solid earnings, shareholder payouts, and pro-investment policies supporting further recovery and opportunities into 2026.
- Date published
- 28 Nov 2025
- Tag
- UK Equities