Clearbridge Investments

Climate Change and the 2020 ClearBridge Impact Report by ClearBridge Investments

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 significant earnings and cash flow risk.

RARE Infrastructure Update: Market Rallies on Stimulus by ClearBridge Investments

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 Bushby.

The new 5G wireless standard will have a broad impact across the global economy as deployments begin to roll out this year. In the last ClearBridge podcast, Technology Hardware Analyst Deepon Nag and Media & Internet Analyst Erica Furfaro join Investment Strategist Jeff Schulze to discuss the advantages and investment opportunities created by 5G.

Consumer spending represents more than 70% of U.S. gross domestic product and a resilient consumer has kept the current economic expansion afloat. In the latest ClearBridge podcast, Consumer Discretionary Analyst Neal Austria and Consumer Staples and Durables Analyst Rob Buesing join Investment Strategist Jeff Schulze to discuss catalysts behind consumer strength and how to invest in this trend in the year ahead.

The ClearBridge Economic & Market Outlook for 2020 by ClearBridge Investments

Growth Opportunities in Digital Transformation by ClearBridge Investments

Recession Risks: Will the Fed Save the Day? by ClearBridge Investments

Why Dividend Growth Matters as Yields Fall by ClearBridge Investments

Peter Vanderlee on Money Life with Chuck Jaffe by ClearBridge Investments

ESG Approaches in Small Cap by ClearBridge Investments

Portfolio Managers Margaret Vitrano and Michael Testorf join Investment Strategist Jeff Schulze to discuss the outlook for the U.S. and global economies and where they see equity risks and opportunities in the second half.

Portfolio Manager Dmitry Khaykin joins Jeffrey Schulze, CFA to outline his value approach to media stocks and explains how Disney, Comcast, Fox, Netflix and other major players are vying for market share in a mercurial content and distribution landscape.

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 in driving individual company growth.

Analysts Robert Buesing, Tatiana Eades and Mattew Lilling, CFA join Investment Strategist Jeffrey Schulze, CFA to discuss ClearBridge's 2018 Impact Report, highlighting the specific ESG issues they consider in their areas of coverage and providing examples of important company engagements during the past year.

Senior Energy Analyst Dimitry Dayen, CFA joins Vinay Nadkarni for a discussion of recent volatility in crude oil prices, the changing nature of the supply side of the market, and what will separate winning companies from laggards in the exploration & production and oilfield services segments.

Portfolio Manager Evan Bauman joins Investment Strategist Jeffrey Schulze, CFA to discuss the encouraging signs he is seeing in equity markets to start 2019, including catalysts in the health care, energy and media industries that could drive leadership change following recent volatility.

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 timing of the next U.S. recession. Past performance is no guarantee of future results. The opinions and views expressed herein are of the Portfolio Managers listed as of the date shown, and may differ from other managers, or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results, or investment advice. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments nor its information providers are responsible for any damages or losses arising from any use of this information.

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.