Midyear Outlook: What Normalization Could Mean
Chief Investment Officer Scott Glasser joins Investment Strategist Jeff Schulze to assess the current state of equity markets and the economy.
Delivering Income from Infrastructure
Portfolio Manager Charles Hamieh discusses how he targets steady income with low volatility across the global infrastructure universe.
International Growth Strategy 2Q21 Update
Portfolio Manager Michael Testorf discusses a growth comeback in the second quarter, positioning changes and where he sees opportunity in the second half.
Why Software Will Continue to Eat the World
Technology Software Analyst Hilary Frisch and Portfolio Manager Matt Lilling discuss how software makers are empowering digital transformation, improving efficiency and enhancing capabilities through the cloud. ClearBridge Mid Cap Growth Strategy Commentary ClearBridge Select Strategy Commentary
2021 Impact Report: Getting to Know the SDGs
Research analysts Kimberly Gifford and Deepon Nag join host Jeffrey Schulze to discuss how ClearBridge's ESG investment framework aligns with the U.N. Sustainable Development Goals (SDGs). They explain what the SDGs mean in the context of their fundamental company research and ClearBridge's approach to ESG integration. The role of active managers in furthering the SDGs is one of many topics treated in the 2021 ClearBridge Impact Report.
Infrastructure Seeing Improved Cash Flow Visibility
In the latest Valuation of Infrastructure Assets, Portfolio Manager Shane Hurst discusses, among other topics, how the increasing speed of the vaccine rollout (especially in the developed world) led to improved visibility in cash flows from toll roads and freight rail, how the outlook for traffic on commuter rail and airports remains limited but is expected to improve through 2021 and how some renewables valuations became stretched after very strong performance in 2020.
Evaluating Staying Power of Value Market
ClearBridge Head of Quantitative Research Farhan Mustafa and Portfolio Manager Sam Peters join Jeff Schulze to provide perspective on the recent performance comeback for value stocks and what it will take from both a market and macroeconomic standpoint for value to maintain its leadership for an extended period.
International Growth Strategy Update 4Q20
Portfolio Manager Elisa Mazen discusses performance during a shift in international markets toward value stocks.
Select Strategy Update 4Q20
Portfolio Manager Aram Green discusses active portfolio repositioning and why disruptive companies should continue to thrive in a more balanced market.
Large Cap Value Strategy Update 4Q20
A long-overdue value rotation helped cap a resilient year for the Strategy.
ClearBridge Economic Outlook for 2021
Economic outlook podcast with Investment Strategist Jeff Schulze and Investment Strategy Analyst Josh Jamner.
Anatomy of a Recession: Post-Election Outlook
Investment Strategist Jeff Schulze, CFA analyzes what we know so far about the 2020 U.S. election and potential impacts on the incipient economic recovery and equity markets.