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Co-Chief Investment Officer Scott Glasser joins Investment Strategist Jeff Schulze to debate the unprecedented moves in the market and economy in response to the COVID-19 pandemic and the risks and opportunities they are monitoring as we enter the second half of 2020. Scott and Jeff highlight the importance of liquidity from further policy stimulus…
 
Senior Portfolio Manager Charles Hamieh at RARE Infrastructure joins RARE Head of Global Distribution Matt Bushby to discuss the drivers behind a return for user pays infrastructure assets such as toll roads and airports in May, how he has been finding attractive entry points to high-quality, long-duration infrastructure assets lately and the overa…
 
RARE Infrastructure Senior Portfolio Manager Shane Hurst and Head of Global Distribution Matt Bushby dissect what infrastructure assets outperformed and underperformed as investors brought capital back into areas sold off in March. Shane also highlights the opportunity opened by recent volatility to increase investments in sustainable infrastructur…
 
As markets appear to stabilize following the coronavirus-related selloff, Nick Langley, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, joins RARE Head of Global Distribution Matt Bushby to discuss how the market is starting to differentiate between companies with stable and predictable cash flows going forward and those with signif…
 
As different regions of the globe begin varying degrees of shutdown measures and governments respond with monetary and fiscal stimulus, Nick Langley, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, discusses current volatile market conditions and what they mean for infrastructure investors with RARE Head of Global Distribution Matt …
 
Portfolio Managers Elisa Mazen and Michael Testorf, CFA join Investment Strategist Jeff Schulze, CFA to provide perspective on the mixed signals in the global economy and how that impacts their diversified approach to growth investing. The PMs discuss risks and opportunities in Europe and the UK, Japan and China as well as the role of ESG factors i…
 
Will the U.S. find clarity on trade relations? Will growth companies continue to dominate the market? Is infrastructure spending around the corner? ClearBridge's Charles Harris, Scott Glasser and Jeffrey Schulze weigh the likely effects of volatility, tighter liquidity, trade tensions and interest rates on equity returns in 2019 and discuss the tim…
 
Portfolio Manager Michael Kagan and Investment Strategist Jeffrey Schulze discuss current market and economic risks and the value of defensive positions in an increasingly volatile environment. They also highlight the importance of the U.S. dollar and why select opportunities in paint and property and casualty insurance look attractive in 2019.…
 
CEO Terrence Murphy and Head of Environmental, Social and Governance (ESG) Investment Mary Jane McQuillen join Investment Strategist Jeffrey Schulze, CFA to discuss the importance of ESG principles at ClearBridge, highlights of the firm's 2017 Impact Report, and how ESG considerations are integrated into the fundamental research process across all …
 
All Cap Value Strategy Portfolio Managers Albert Grosman, CFA, and Sam Peters, CFA, discuss how they're positioned as value managers in the current momentum market and what they expect will happen when the growth cycle ends. They also highlight the importance of buying away from the index and how bottom-up stock selection can create a defensive app…
 
International Growth Strategy Portfolio Managers Elisa Mazen and Pawel Wroblewski, CFA highlight how a valuation approach to growth leads them to innovative companies in developed and emerging markets. They also provide examples of the three types of growth companies the Strategy targets and the unique characteristics of areas like China that promo…
 
Senior Technology Analysts Hilary Frisch, CFA and Deepon Nag join Investment Strategist Jeffrey Schulze, CFA to discuss the accelerating adoption of cloud computing. Hilary and Deepon explain the benefits of the cloud business model for enterprises and highlight the companies best positioned to lead in this growing market for software, storage and …
 
Portfolio Manager Margaret Vitrano speaks with Investment Strategist Jeffrey Schulze, CFA about how investing across three types of growth companies, or buckets, promotes performance through varying market conditions, opportunities presented by the transition to the cloud and catalysts that could lift undervalued health care and energy stocks.…
 
Portfolio Analysts Benedict Buckley and Nikita Singhal explore the sustainable investing landscape with Investment Strategist Jeffrey Schulze, CFA. During the discussion, Ben and Nikita explain the distinguishing features of ClearBridge's integrated approach to Environmental, Social and Governance (ESG) investing, ways investors can make an impact …
 
Portfolio Managers Albert Grosman and Brian Lund, CFA take the temperature of the small cap market with Investment Strategist Jeffrey Schulze, CFA. The PMs describe the factors that have the caused the small cap universe to decline, how they seek to overcome the common challenges faced by active small cap managers and their unique process for evalu…
 
Portfolio Managers Sean Bogda, CFA and Paul Ehrlichman join Investment Strategist Jeffrey Schulze, CFA to discuss how the recovery of European banks serves as catalyst for better stock performance on the Continent, where they are participating in improving emerging market demand and the benefits of an active approach as international equity market …
 
In our June episode, Investment Strategist Jeffrey Schulze, CFA, talks with two of the portfolio managers from our International Growth team, Elisa Mazen and Michael Testorf, CFA, about the relative valuation gaps between Europe and the U.S., China’s economic situation, and how they seek to exploit disruption in their investment portfolio.…
 
Portfolio Manager Michael Kagan joins Investment Strategist Jeffrey Schulze, CFA to discuss low volatility strategies and active management in the context of the current market environment. Kagan describes his view on the market cycle, what will be needed to generate stronger equity returns going forward, and how an active, low volatility approach …
 
ClearBridge's Investment Strategist Jeffrey Schulze, CFA, recently sat down to discuss his expectations for the stock market and economy in the coming year with Vinay Nadkarni, Head of our Portfolio Specialists Team. During their conversation, Jeff highlighted the changing political landscape and what that could mean for inflation, interest rates a…
 
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