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ClearBridge Investments

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Insights

Long-term insights, headline news and our take on the latest investment themes.

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Strategy

Cross-Strategy (1) Emerging Markets (1) UK Equities (12)

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Emerging Markets UK

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Aimee Truesdale, CFA (1) Ben Russon, CFA (2) Dan Green, CFA (1) Eoghan McGrath, CFA (1) Jessie Wilson, CFA, FIA (2) Jo Rands (2) Richard Bullas (4)

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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
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
Best of Both Worlds: Income and Total Return

The UK’s strong dividend culture and attractive yields make it a compelling market. By focusing on quality companies with sustainable payouts and appealing valuations, we believe investors can achieve the best of both worlds - consistent income

Date published

4 Nov 2025

Tag

UK Equities
Where next for UK equities?

UK equities are delivering real value, offering global market access at a discount through sectors like banking, healthcare, mining, and energy. With strong dividends, growing share buybacks, and resilient fundamentals, the UK remains a smart choice

Date published

21 Oct 2025

Tag

UK Equities
Labour's first year

Can the government deliver economic growth and tackle the threat of Reform?

Date published

1 Jul 2025

Tag

UK Equities
UK Equities: Aiming High

Celebrating three decades of the Alternative Investment Market.

Date published

19 Jun 2025

Tag

UK Equities
Stewardship Annual Report 2025

With improved transparency in our reporting and notable progress in achieving our diversity and climate objectives, our annual stewardship report updates on how we’ve continued to enhance our stewardship practices to ensure responsible management.

Date published

29 Apr 2025

Tag

Stewardship & Sustainability
UK Equities: Share buybacks

The hidden Element of Returns.

Date published

7 Apr 2025

Tag

UK Equities
UK Equities: Mid-cap 25th anniversary

Celebrating the silver anniversary.

Date published

14 Nov 2024

Tag

UK Equities
The Mid-Cap Odyssey

Celebrating the silver anniversary.

Date published

7 Oct 2024

Tag

UK Equities
(Olympic) gold and stock market returns

What does Team GB's Olympic performance mean for your investment returns?

Date published

22 Jul 2024

Tag

UK Equities
UK election result 2024

Stability makes the UK even more investable.

Date published

7 Jul 2024

Tag

Geopolitics

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Issued in the United Kingdom by ClearBridge Investment Management Limited. Authorised and regulated by the Financial Conduct Authority with reference number 119289 © 2026 ClearBridge Investment Management Limited.

ClearBridge Investments consists of ClearBridge Investments, LLC (CBI) and its affiliated managers whose businesses have been operationally integrated with CBI’s, including ClearBridge Investments Limited and its subsidiary in Australia, a part of Franklin Templeton Australia Limited doing business as ClearBridge Investments in Australia, a part of Franklin Templeton Investments Corp. doing business as ClearBridge Investments in Canada and ClearBridge Investment Management Limited in the United Kingdom. The business of Franklin Real Asset Advisors has been aligned with ClearBridge Investment

Franklin Templeton Australia Limited ("FTAL") is the issuer and Responsible Entity of all ClearBridge managed funds. Retail funds’ offering documents, factsheets and application materials are hosted exclusively on the FTAL website. Any links to the FTAL website are provided for convenience only and ClearBridge Investments is not responsible for the maintenance or content of those external pages. Linking does not imply an offer, recommendation or solicitation to purchase.

The information contained in this website does not constitute an offer of, or an invitation to apply for securities in any jurisdiction where such an offer or invitation is unlawful, or in which the person making such an offer is not qualified to do so.

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