Clearbridge Investments Llc public
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby provide a quarterly update on the markets and the subsequent impacts on the infrastructure asset class. The top contributors and detractors of the ClearBridge Global Infrastructure Value Strategy are also discussed.…
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Listen to Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby provide a quarterly update on the ClearBridge Global Infrastructure Income Strategy. Shane also provides a discussion on the broader market and the impacts on the infrastructure asset class.By ClearBridge Investments
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In the latest ClearBridge podcast, Jeff Schulze is joined by Portfolio Manager John Baldi to discuss the environment for dividend-paying stocks, how high-quality companies can help manage periods of market volatility surrounding COVID-19 and the U.S. presidential election and the ClearBridge Dividend Strategy's approach to the utilities and health …
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ClearBridge Portfolio Manager Shane Hurst joins Matt Bushby to discuss how government spending on infrastructure may play into global stimulus packages as economies look to recover from the pandemic, the possibility of further privatization of user-pays assets and the impact of the U.S. election on infrastructure portfolios.…
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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…
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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…
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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…
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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…
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