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Can Earnings Sustain the Bull Market?

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Manage episode 374949373 series 1157685
Content provided by ClearBridge Investments, LLC, ClearBridge Investments, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearBridge Investments, LLC, ClearBridge Investments, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
  continue reading

94 episodes

Artwork
iconShare
 
Manage episode 374949373 series 1157685
Content provided by ClearBridge Investments, LLC, ClearBridge Investments, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearBridge Investments, LLC, ClearBridge Investments, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
  continue reading

94 episodes

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