Clearbridge Investments

ClearBridge Investment Strategist Jeffrey Schulze, CFA joins ClearBridge health care analysts Marshall Gordon and Nicholas Wu, PhD to analyze drug pricing narratives and the health care M&A landscape, discuss opportunities created by innovation in biopharma, and highlight health care opportunities abroad.

Portfolio Manager Michael Clarfled, CFA and Senior Analyst - Financials Stephen Rigo, CFA join Investment Strategist Jeffrey Schulze, CFA to discuss what strong dividend growth trends mean in a rising interest rate environment and opportunities in the financials sector.

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 strategies.

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 approach to cope with a potential trade war.

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 promote disruption and development of new markets. See more at: https://www.clearbridge.com/perspectives/podcasts/2018/technology-global-disruption.html

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 data analytics.

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 Managers Brian Angerame and Jeffrey Russell, CFA join Investment Strategist Jeffrey Schulze, CFA to discuss the characteristics they seek in SMID growth stocks, how disruption is driving market share gains across sectors and where they are finding attractive opportunities in a highly valued market.

Portfolio Manager Evan Bauman joins Investment Strategist Jeffrey Schulze, CFA to discuss shifting performance trends in the market and how they could be supported by greater M&A activity and a rotation into undervalued areas like energy, health care and media. See more at https://www.clearbridge.com

Co-Chief Investment Officer Scott Glasser, Director of Research Charles Harris and Investment Strategist Jeffrey Schulze, CFA discuss the potential benefits of corporate tax reform as well as other key opportunities and risks for U.S. equity markets and the economy heading into the new year.

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 through ownership of public equities and how the consideration of ESG factors contributes to portfolio performance.

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 evaluating the variant expectations priced into stocks.

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 leadership begins to shift.

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 seeks to generate consistent results while preserving capital and limiting downside risks.

Portfolio Managers Margaret Vitrano and Evan Bauman join Investment Strategist Jeffrey Schulze, CFA to discuss their differentiated approaches to capturing growth through varying market conditions, and the sectors and stocks where they see opportunities in the current environment.

Investment Strategist Jeffrey Schulze, CFA and Head of Global Value Paul Ehrlichman discuss the state of the international value equity market, including the regions and sectors where opportunities to invest at attractive valuations can still be found.

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 and growth.

Portfolio Managers Evan Bauman and Sam Peters, CFA and Senior Portfolio Specialist Jeff Schulze assess the potential for stocks and the economy and discuss where they are seeing opportunities as U.S. equity markets rally to new all-time highs. Moderated by Vinay Nadkarni, Head of Portfolio Specialists.

Portfolio Managers Elisa Mazen and Margaret Vitrano explain how they are taking advantage of market volatility that has hit growth stocks especially hard, to purchase dominant growth franchises at depressed valuations.