The AI impact on Australian growth stocks is beginning to show in valuations and earnings expectations. As artificial intelligence erodes competitive moats, investors are being forced to reassess which businesses can sustain advantage in a changing market.
As investors fret over stagflation, AI and credit risks, ClearBridge believes today’s wall of worry may be setting up the next leg higher for markets.
Australian equities may be entering a new phase defined by earnings momentum and dividend growth. If value is reasserting itself, portfolios still crowded into momentum names could be more exposed than they appear.
After years of narrow market leadership, Franklin Templeton’s portfolio managers argue that 2026 will reward investors who embrace broader market participation, active management and the real economic impact of AI and macro change.
At a time marked by geopolitical upheaval, tariff wars, and questions around global trade structures, Jeffrey Schulze, investment strategist at ClearBridge Investments, offers a strikingly optimistic view of the economic horizon.
Everybody knows about infrastructure’s inflation hedging properties, but not everybody understands just how unique that hedge is. Meanwhile, the world is going mad for power, and renewables are set to supply it.
“The biggest mistake we make as investors is to think that the environment going forward is going to be similar to either the environment that we’ve had or the environment that is shortly foreseeable,” Langley said, adding that “all of this is going to get turned on its head”.
In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance match up. Which one leads, and which one lags?
The net-zero transition will bring about an economic transformation, with massive up-front investment leading to near-zero energy costs in the near future, ClearBridge Investments’ Nick Langley told industry leaders at The Inside Network’s ESG Retreat. But big challenges remain, with no easy answers.
Infrastructure assets have been gaining investor interest due to their inflation hedging properties in recent times.
