International Growth Strategy 2Q20 Update
Portfolio Manager Michael Testorf explains the factors driving a rebound in non-U.S. equities, how the Strategy is well positioned for accelerating secular growth trends and the likelihood of an uneven economic recovery across different sectors.
International Growth Volatility Update
Portfolio Manager Elisa Mazen joins Client Portfolio Manager Pankaj Naik to examine how the team is managing risks through the global equity downturn and discuss portfolio positioning changes in line with declining end demand. She also provides perspective on COVID-19 impacts outside its origin in China and how portfolio companies are managing through the outbreak.
Large Cap Growth Volatility Update
Portfolio Manager Margaret Vitrano discusses how the market drawdown has created opportunities to upgrade the portfolio.
Heading Towards One
Jeff Schulze of ClearBridge Investments discusses correlations heading towards, liquidity, and why he says the volatility genie is let out of the bottle.
Signs of Bottoming
Jeff Schulze of ClearBridge Investments takes a closer look at equity valuations, ETFs and mutual fund flows.
Record Speed to a Bear Market
Jeff Schulze of ClearBridge Investments describes the velocity of the selloff that took markets from their peaks to a bear market in just 21 days.
A Global Recession
Jeff Schulze of ClearBridge Investments shares why he thinks the global economy is headed toward a global recession.
Large Cap Growth 4Q19 Update
PM Margaret Vitrano discusses strength in the technology sector, portfolio positioning changes and preparing for risks and opportunities in an election year.
1Q20 Update: Sustainability Leaders Strategy...
Portfolio Manager Derek Deutsch highlights strong contributions from IT companies, a rebound in health care and weighs opportunities and risks facing markets in 2020.
Dividend Growth in a Low Yield Market
In a lower interest rate environment where bond yields are also depressed, the quest for yield becomes more pronounced, and a strategy emphasizing dividend growth is well-positioned to provide it. Peter Vanderlee, Managing Director and Portfolio Manager at ClearBridge Investments, delves into the quest for yield and examines a strategy that focuses on dividend growth.
Margaret Vitrano on WealthTrack
The Large Cap Growth Portfolio Manager joins Consuelo Mack for a wide-ranging discussion of the economic risks confronting equity investors, the team's diversified approach to constructing growth portfolios and the importance of risk management in promoting downside protection and consistent, long-term results.
PM Perspectives: Where to Find Growth From...
Portfolio Managers Evan Bauman and Margaret Vitrano assess growth opportunities against a backdrop of increasing economic and geopolitical uncertainty and signs of an equity market rotation. The PMs also illustrate how their approaches to stock selection and portfolio construction support diversification and harness innovation.
International Growth Strategy 3Q19 Update
Portfolio Manager Michael Testorf, CFA, highlights headwinds facing the global economy and discusses catalysts that could lift non-U.S. equity markets.
Anatomy of a Recession 3Q19 Update
Investment Strategist Jeffrey Schulze, CFA provides an overview of a late-cycle U.S. economy starting to flash signs of caution as indicated by an overall yellow signal for the ClearBridge U.S. Recession Risk Dashboard. He also discusses potential impacts on the stock market, highlighted by rising volatility.
2Q19 Large Cap Growth Strategy Update
Portfolio Manager Peter Bourbeau discusses secular trends in the technology sector, recent portfolio performance and how the team is navigating through a highly uncertain environment for growth company managements weighing U.S.-China trade tensions and slowing global growth.
Sustainability Leaders Strategy Update
2Q19 Update: Portfolio Manager Derek Deutsch, CFA, highlights strong performers in the quarter and the Strategy's ESG approach in the industrials sector.
ClearBridge Investments - Dividend Strategy...
ClearBridge Portfolio Manager Peter Vanderlee, CFA discusses the value of focusing on companies with strong dividend profiles in times of market stress, the stability of energy infrastructure companies’ cash flows over the longer term and risks to watch in 2019.
European Stocks: Time for Buybacks?
International and Global Growth Portfolio Manager Michael Testorf explains why share buybacks offer European companies the opportunity to improve return on equity, a move that could be beneficial to stock prices.