ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.
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Wattle Partners brings the insights of global thought leaders directly to you via two-way conversations. These sessions cover everything from the basics of investment markets and stock ideas to the post-pandemic outlook for every asset class.
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1
Midyear Equity and Economic Outlook: What the Internals Are Telling Us
38:37
38:37
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38:37
CIO Scott Glasser and Head of Strategy Jeff Schulze see the economy slowing but avoiding recession in the second half of 2024 into 2025. Meanwhile, the stock market remains healthy yet bears watching due to deterioration beyond the mega caps. They also explain how these conditions create compelling opportunities for active managers.…
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Industrials Analyst Hannah Whang and Portfolio Manager Steve Rigo discuss the current freight recession and the macro catalysts that could support a recovery in the transports industry. They also offer their views on investment opportunities among LTL trucking companies, freight rail operators and package delivery providers.…
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Portfolio Analyst Ben Buckley and Software Services Analyst Hilary Frisch discuss how cutting edge innovation is helping sustainability goals and what the sustainability opportunities and risks are of cutting edge innovation like AI.By ClearBridge Investments
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1
Infrastructure and Utilities Are Powering AI & Data Growth
29:32
29:32
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29:32
Portfolio Manager Shane Hurst discusses how AI and data growth are among strong thematic drivers for infrastructure and utilities stocks, which continue to effectively pass through stubborn inflation and look attractively valued.By ClearBridge Investments
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The Magnificent Seven, a collection of the largest companies in the market, have begun to show divergent stock performance. Internet and Technology Analysts Naveen Jayasundaram and Anuj Parikh join Jeff Schulze to assess recent results, the beneficial impact of generative AI as well as regulatory and competitive risks to watch.…
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Energy analyst Adam Meyers joins Jeff Schulze to discuss the latest in the energy sector, including his takeaways from recent large mergers in oil and gas, the prospects of upstream producers versus oilfield services, and what oil and gas companies are doing to lower their emissions and play a role in the energy transition.…
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1
Jeff Schulze on WealthTrack: Stay Invested Through Downturn
15:49
15:49
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15:49
ClearBridge’s Head of Economic and Market Strategy joins Consuelo Mack on WealthTrack to explain why he expects a shallow recession in 2024, the importance of the consumer and the labor markets in determining the economy's path and how a new interest rate environment could cause the market's concentrated growth leadership to broaden and support val…
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1
Economic Outlook 2024: The Year of Lagged Effects
38:31
38:31
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38:31
The ClearBridge Anatomy of a Recession team of Jeff Schulze and Josh Jamner make their annual forecasts for the economy and equity markets, discussing why the lagged impacts of the Fed's aggressive monetary tightening cycle should be fully felt in the year ahead and sharing their prognostications for stocks and bonds in 2024.…
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Portfolio Manager John Baldi and Senior Analyst Tatiana Eades join Jeff Schulze to discuss their preferences among dividend payers and income-oriented sectors such as utilities. They explain how a potential peak in interest rates could offer a tailwind for these companies, especially with recession still a key concern.…
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1
ClearBridge Multi Cap Growth Strategy 3Q23 Update
8:13
8:13
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8:13
Portfolio Manager Evan Bauman provides an update on performance and positioning.By ClearBridge Investments
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1
Why Biodiversity Should Matter for Investors
31:42
31:42
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31:42
ClearBridge ESG analysts Ben Buckley and Anna Cala highlight recent biodiversity-focused international agreements and initiatives, explain the main drivers of biodiversity loss and the investment opportunities ClearBridge is seeing as we examine nature-related impacts and dependencies across sectors.…
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ClearBridge Portfolio Managers Matt Lilling and Mike Kagan join Head of Economic and Market Strategy Jeff Schulze to debate the recent disconnect between strong equity performance amid a weakening economic backdrop, what factors could support resilient corporate earnings and where they see pockets of market strength in the back half of the year.…
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1
The Diabetes and Obesity Market Opportunity
19:29
19:29
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19:29
Health care analysts Marshall Gordon and Brittany Henderson highlight new treatments for the chronic conditions of diabetes and obesity. They quantify the size of the Type 1 and Type 2 diabetes and obesity markets, discuss innovations in managing diabetes and explain how GLP-1 therapeutics developed to treat diabetes can be effective in addressing …
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Technology analysts Hilary Frisch and Anuj Parikh provide perspective on the surge of interest in generative AI and the likely paths forward for its application.By ClearBridge Investments
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1
Sticking with the Essentials: the Case for Consumer Staples
24:15
24:15
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24:15
ClearBridge Analyst Rob Buesing explains the defensive characteristics of consumer staples companies and where he sees stock opportunities across the beauty and food and beverage industries as China reopens but a U.S. recession looms.By ClearBridge Investments
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Dimitry Dayen and Hannah Whang break down recent decarbonization commitments from the aviation industry, the nascent technologies such as sustainable aviation fuel (SAF) those commitments will need to rely on, the role of the Inflation Reduction Act in spurring innovation and how industrial software companies are enabling emissions optimizations as…
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1
ClearBridge 2023 Economic Outlook: Handicapping the Most Anticipated Recession Ever
27:17
27:17
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27:17
The Anatomy of a Recession team of Jeff Schulze and Josh Jamner discuss the resilience of a weakening U.S. economy, focusing on whether 2023 will yield a long awaited recession or escape with a soft landing, the potential timing of a Fed pivot and implications of these various scenarios on equities.By ClearBridge Investments
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1
Could Earnings Resets Boost Technology Stocks?
27:04
27:04
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27:04
Sector Analysts Hilary Frisch and Naveen Jayasundaram discuss the headwinds that have impacted mega cap and other long duration growth stocks in 2022 and how they are sifting through the rubble to identify compelling opportunities in derisked or overlooked companies in technology, internet and related areas.…
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1
Jeff Schulze on WealthTrack: Growing Risk of Recession
23:50
23:50
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23:50
Investment Strategist Jeff Schulze joins Consuelo Mack to discuss rising recession risks as measured by a yellow signal for the ClearBridge Recession Risk Dashboard and analyzes how a resilient labor market and peaking inflation could still allow the Federal Reserve to engineer a soft landing for the U.S. economy.…
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ClearBridge Portfolio Manager Chris Eades and Commodities Analyst Adam Meyers discuss how an increased focus on cash flow generation and financial discipline by energy companies as well as new energy legislation will impact domestic oil and natural gas production.By ClearBridge Investments
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1
The Impact of Recession Risks on Infrastructure Portfolios
13:46
13:46
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Portfolio Manager Charles Hamieh breaks down how infrastructure acts as a pass-through for inflation and rising rates, what separates it from commodities and real estate in its ability to provide inflation protection, and where he sees opportunities in infrastructure asset class.By ClearBridge Investments
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ClearBridge Senior Health Care Analyst Marshall Gordon and Portfolio Manager Jean Yu discuss investment risks and opportunities in the health care sector.By ClearBridge Investments
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1
Can the Fed Tame Inflation and Engineer a Soft Landing?
29:05
29:05
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29:05
Portfolio Analyst Steve Rigo joins Investment Strategist Jeff Schulze to trace the spike in inflation, analyze how the Federal Reserve is seeking to tame it and what signals would indicate success. They also discuss where to invest in a period of sharply rising interest rates and higher recession risks and the medium term outlook for equities.…
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1
2022 ClearBridge Stewardship Report: Mobilizing Climate Capital
24:52
24:52
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24:52
Robin Freeman hosts Ben Buckley and David Hochstim to discuss the role of financial companies in helping the world reach net-zero emissions. They offer highlights from the 2022 ClearBridge Stewardship Report, which gives a comprehensive view of the latest in ESG investing at ClearBridge, explain how they assess climate risks, discuss the value of c…
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1
How the Industrials Complex is Coping with Conflict
21:29
21:29
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21:29
Senior Industrials Analyst Hannah Whang and Portfolio Manager Pawel Wroblewski discuss the near-term and secular impacts on industrial companies due to the Russia-Ukraine conflict, highlighting the likelihood of increased defense spending in Europe and the region’s stepped-up focus on energy security.…
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1
Infrastructure Performance Amid Rising Bond Yields
10:49
10:49
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10:49
ClearBridge Portfolio Manager Charles Hamieh weighs in on how infrastructure portfolios fare during periods of inflation and rising bond yields.By ClearBridge Investments
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1
Jeff Schulze on WealthTrack: Ukrainian Invasion Impact
27:31
27:31
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27:31
ClearBridge’s Investment Strategist Jeff Schulze explains why U.S. economic health, more than geopolitics, will drive markets in 2022.By ClearBridge Investments
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Director of Research Chuck Harris joins Investment Strategist Jeff Schulze to debate the direction of company profits as the economy grapples with inflation and a normalization of economic growth and monetary policy. They also discuss pandemic changes that leave companies in certain industries well positioned to maintain solid earnings growth and h…
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1
ClearBridge Market and Macro Outlook for 2022
36:27
36:27
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36:27
Chief Investment Officer Scott Glasser joins the Anatomy of a Recession team of Jeff Schulze and Josh Jamner to discuss the impacts of surging inflation on the economy, the outlook for growth and value stocks in a changing monetary regime, what stock market breadth is signaling as well as key risks to the current bull market and economic recovery.…
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1
Market Thinkers Series with Nick Langley of ClearBridge Investments
48:55
48:55
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48:55
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Nick Langley, Portfolio Manager at ClearBridge Investments, who has spent a career investing in the infrastruct…
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1
Market Thinkers Series with Rob & Sophie from Barwon Investment Partners
51:06
51:06
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51:06
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Sophie Monsour and Rob Morrison of Barwon Investment Partners. In a wide ranging conversation we cover everythi…
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1
Screen Kings: Who’s Winning in Streaming and Digital Advertising
21:16
21:16
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21:16
ClearBridge Portfolio Analyst Erica Furfaro and Portfolio Manager Mike Kagan assess the dominance of Netflix in the streaming industry and how other media companies are utilizing streaming for growth as well as provide an overview of the opportunities and privacy challenges facing the leadership names in digital advertising.…
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1
Market Thinkers Series with Mark Smith of Neo Super
42:34
42:34
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42:34
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Mark Smith, of NEO Super, who is best described as an SMSF ‘lifer’. Mark has been involved in the SMSF sector f…
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Market Thinkers Series with Simon Redman of Invesco
51:35
51:35
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51:35
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Simon Redman of Invesco Global Real Estate. In this session we focus on the role of commercial property within …
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1
Market Thinkers Series with Qiao Ma of Cooper Investors
53:55
53:55
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53:55
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Qiao Ma, Portfolio Manager of the Cooper Investors Asian Equities Fund. China has been at the centre of headlin…
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1
Inflation, Yields Likely Tailwinds for Infrastructure
18:10
18:10
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18:10
ClearBridge's Nick Langley breaks down current inflation signs, including climate-related inflation, and how listed infrastructure is positioned.By ClearBridge Investments
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1
Market Thinkers Series with Andrew Lockhart of Metrics Credit Partners
39:06
39:06
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39:06
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Andrew Lockhart, the founder of multibillion non-bank lender Metrics Credit Partners. In this session we focus …
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1
Market Thinkers Series with Professor William Mitchell
1:01:22
1:01:22
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1:01:22
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with the founder of Modern Monetary Theory, Professor William Mitchell. In a wide ranging discussion we discuss what…
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1
Market Thinkers Series with Dushko Bajic of First Sentier Investments
1:04:33
1:04:33
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1:04:33
As a change of pace in our third season, we will be taking a slightly different track, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session, we are speaking with Dushko Bajic, of First Sentier. At Wattle we summarise investing quite simply, being I + G = R, or inc…
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Jeff Schulze is joined by Senior Energy Analyst Dimitry Dayen and Senior Consumer Staples Analyst Rob Buesing ahead of the 26th U.N. Conference of the Parties (COP26) on climate change to get a better understanding of how the fight against global warming is shaping markets and what role investors can play. They give an update on electric vehicle ad…
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1
Health Care Innovation Driving New Growth Markets
28:17
28:17
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28:17
ClearBridge Senior Health Care Analysts Marshall Gordon and Nick Wu assess current opportunities in health care as the economy works through the Delta variant and elective procedures continue to come back. During the discussion, they pinpoint promising trends in the areas of diabetes and obesity management, new therapies for rare diseases and innov…
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1
Trends Transforming the Global Value Landscape
32:16
32:16
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32:16
Portfolio Managers Paul Ehrlichman and Grace Su discuss why the changing focus of global monetary policy is supportive of pro-cyclical positioning in the International Value and International Small Cap Strategies, the role of traditional value companies in contributing to global sustainability efforts as well as how the team is navigating a heighte…
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1
Market Thinkers Series with Matt Fist of Firetrail Investments
49:40
49:40
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49:40
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. Big data, cloud computing, artificial intelligence and automation. All are central to the digitisation trend but what do they have in common? They all r…
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1
ClearBridge Midyear Outlook: What Normalization Could Mean
30:58
30:58
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30:58
ClearBridge Co-Chief Investment Officer Scott Glasser joins Investment Strategist Jeff Schulze to assess the current state of equity markets and the economy, why the current bull market is likely in its later stages, reasons growth and value stocks should continue to share performance leadership and what risks and opportunities he is monitoring as …
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1
Why Software Will Continue to Eat the World
29:56
29:56
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29:56
A recent selloff could mark only a temporary setback for a software industry that is positioned to offer some of best revenue and earnings growth going forward.By ClearBridge Investments
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Market Thinkers Series with Dave Wanis of Longwave Capital
1:13:17
1:13:17
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1:13:17
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. This session, with Dave Wanis of Longwave capital dives into the fast-evolving world of retail spending, shopping and experiences amid the digital revol…
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Market Thinkers Series - with Chris Joye of Coolabah Capital
35:59
35:59
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35:59
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. This session, with Chris Joye of Coolabah Capital, seeks to take stock of the events of 2020 and where everything from interest rates to property prices…
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Market Thinkers Series - with Nick Griffin, CIO of Munro partners
46:17
46:17
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46:17
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. This session, with Nick Griffin of Munro Partners, covers the emerging battleground in technology supremacy, high-performance computing, and semiconduct…
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1
2021 ClearBridge Impact Report: Getting to Know the SDGs
22:35
22:35
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22:35
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 i…
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Market Thinkers Series - with Tobias Bucks and Simon Wood
46:36
46:36
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46:36
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal and technological themes occurring the global economy right now. This session, with Tobias Bucks and Simon Wood, co-managers of the Ausbil Global Small Cap Fund covers the incredible opportunities emerging in the cleaner …
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