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18:27
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.
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23:28
Large Cap Growth Volatility Update
Portfolio Manager Margaret Vitrano discusses how the market drawdown has created opportunities to upgrade the portfolio.
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01:12
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.
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01:20
Signs of Bottoming
Jeff Schulze of ClearBridge Investments takes a closer look at equity valuations, ETFs and mutual fund flows.
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01:12
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.
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01:28
A Global Recession
Jeff Schulze of ClearBridge Investments shares why he thinks the global economy is headed toward a global recession.