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Moaz Mohib, CFA
Moaz is a Portfolio Manager on the Global Infrastructure Income Strategy and is responsible for research and coverage of North American independent power producers and utilities, and Japanese and Indian infrastructure including utilities, transport
- Date published
- 1 Oct 2026
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Emerging Markets: Why Waiting for Certainty Could Be Costly
Emerging markets have significantly evolved in recent years and offer a more compelling risk/reward setup than in the past. From deeper local markets to world-leading companies, EM presents a stronger opportunity than geopolitical volatility
- Date published
- 23 Sep 2026
- Tag
- Emerging Markets
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Is the UK Consumer Quietly Coming Back?
Households have weathered inflation, rate rises and multiple Budget jitters — but keep coming out more resilient than the headlines suggest. We see opportunities for the patient investor.
- Date published
- 10 Sep 2026
- Tag
- UK Equities
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Emerging Markets: Monthly Update August 2026
Our AI holdings have come through the latest volatility with fundamentals intact and we believe continued delivery of strong operational and financial results can allay fears about the July selloff.
- Date published
- 31 Aug 2026
- Tag
- Emerging Markets
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World-Class Innovation, UK Listed
Ask investors to name the world’s innovation hubs and the UK may not be the first market that comes to mind, but dig a little deeper and the UK market offers exposure to innovative themes, often at a discount to other markets.
- Date published
- 4 Aug 2026
- Tag
- UK Equities
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Beyond Silicon Valley: Where AI Value Is Really Created
Many companies supplying scarce, high demand AI infrastructure are based in emerging markets, creating a differentiated route into AI growth through scale, consolidation and pricing power.
- Date published
- 3 Aug 2026
- Tag
- Emerging Markets
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Emerging Markets: Monthly Update July 2026
The Strategy outperformed in a narrow market environment due to stock selection among technology stocks, primarily in South Korea.
- Date published
- 31 Jul 2026
- Tag
- Emerging Markets
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Emerging Markets: Second Quarter Commentary 2026
We are managing concentration risk through allocations to China and India while maintaining dedicated exposure to secular AI growth trends.
- Date published
- 30 Jun 2026
- Tag
- Emerging Markets
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The King of the North? What Burnham Could Mean for UK Equities
With Keir Starmer out as Prime Minister, Ben Russon highlights what this could mean for UK equities.
- Date published
- 22 Jun 2026
- Tag
- UK Equities
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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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Robbie McNab, CFA
Robbie is a Portfolio Manager on the Emerging Markets Strategy at ClearBridge Investments. He joined the firm in 2007 and has 19 years of investment industry experience. Robbie was a Portfolio Manager at Martin Currie, which became part of
- Date published
- 1 May 2026
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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