http://www.clearbridge.com/ Mon, 23 Mar 2026 17:10:33 +0000 Mon, 23 Mar 2026 17:10:33 +0000 60 en Copyright 2016 feeds@soundcloud.com (SoundCloud Feeds) ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and real assets. Our local market capabilities serve clients in the U.S., U.K., Canada and Australia. ClearBridge Investments ClearBridge Investments, LLC no https://i1.sndcdn.com/avatars-5fIWirPKy9Hy5fol-iCGxIQ-original.jpg http://www.clearbridge.com/ ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultantClearBridge Investments is a well-established global investment manager with a legacy dating back over 50 years. Our mission is to deliver consistently superior risk-adjusted investment performance. We pursue this goal through a combination of active, research-driven, fundamental investing and the insights of our veteran portfolio managers, some of whom have been managing the same portfolios for decades. While our managers work within a disciplined investment framework, they are encouraged to follow their own distinct management styles. In a world that is too often focused on short-term results, his combination of primary research and the insight of our portfolio managers helps ClearBridge Investments remain committed to delivering the long-term results that our clients have grown to expect. digimkt@ClearBridge.comClearBridge Investments, LLC tag:soundcloud,2010:tracks/2287653050 Fri, 20 Mar 2026 20:36:39 +0000 https://soundcloud.com/clearbridge/navigating-a-war-torn-global 00:27:01 ClearBridge Investments no Energy analyst Adam Meyers compares the current Iran conflict with past Persian Gulf oil shocks, highlighting the likely role of U.S. oil and LNG producers going forward. Energy analyst Adam Meyers compares the current I… Energy analyst Adam Meyers compares the current Iran conflict with past Persian Gulf oil shocks, highlighting the likely role of U.S. oil and LNG producers going forward. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/2273903792 Thu, 26 Feb 2026 16:37:19 +0000 https://soundcloud.com/clearbridge/embracing-the-semiconductor 00:30:48 ClearBridge Investments no Technology analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven stock opportunities. Technology analyst Dalya Hahn provides an overvie… Technology analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven stock opportunities. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/2214780452 Tue, 18 Nov 2025 15:40:20 +0000 https://soundcloud.com/clearbridge/clearbridge-outlook-2026-is-bull-market-just-hitting-its-stride 00:37:07 ClearBridge Investments no The AOR team of Jeff Schulze and Josh Jamner offer their prognostications for the U.S. economy and equity market in the year ahead, building a case for positive momentum to shine through. The AOR team of Jeff Schulze and Josh Jamner offe… The AOR team of Jeff Schulze and Josh Jamner offer their prognostications for the U.S. economy and equity market in the year ahead, building a case for positive momentum to shine through. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/2184550991 Tue, 07 Oct 2025 19:50:53 +0000 https://soundcloud.com/clearbridge/how-collaborative-research-drives-active-alpha 00:18:02 ClearBridge Investments no Matthew Lilling and Deepon Nag, Co-Directors of Research at ClearBridge Investments, discuss their active research philosophy, technological integration and the value of collaborative fundamental research in navigating global market dynamics and technological disruptions. Matthew Lilling and Deepon Nag, Co-Directors of R… Matthew Lilling and Deepon Nag, Co-Directors of Research at ClearBridge Investments, discuss their active research philosophy, technological integration and the value of collaborative fundamental research in navigating global market dynamics and technological disruptions. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/2175899481 Wed, 24 Sep 2025 15:49:26 +0000 https://soundcloud.com/clearbridge/stablecoins-genius-or-reinventing-the-wheel 00:32:14 ClearBridge Investments no Stablecoins: Genius or Reinventing the Wheel? by ClearBridge Investments Stablecoins: Genius or Reinventing the Wheel? by … Stablecoins: Genius or Reinventing the Wheel? by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/2119302735 Wed, 25 Jun 2025 14:41:19 +0000 https://soundcloud.com/clearbridge/cb_2025-midyear-outlook_v1-1 00:35:59 ClearBridge Investments no Midyear Outlook: Getting in Sequence by ClearBridge Investments Midyear Outlook: Getting in Sequence by ClearBrid… Midyear Outlook: Getting in Sequence by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/2099150586 Tue, 20 May 2025 16:36:30 +0000 https://soundcloud.com/clearbridge/actively-managing-through-policy-driven-uncertainty 00:20:21 ClearBridge Investments no Portfolio Managers Mike Clarfeld and Erica Furfaro highlight how an active investment approach can help manage risk and identify opportunities during a historic period of volatility sparked by Trump 2.0. Portfolio Managers Mike Clarfeld and Erica Furfar… Portfolio Managers Mike Clarfeld and Erica Furfaro highlight how an active investment approach can help manage risk and identify opportunities during a historic period of volatility sparked by Trump 2.0. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/2088881196 Fri, 02 May 2025 15:12:52 +0000 https://soundcloud.com/clearbridge/sustainability-driving-business-forward 00:24:22 ClearBridge Investments no Sustainability Driving Business Forward by ClearBridge Investments Sustainability Driving Business Forward by ClearB… Sustainability Driving Business Forward by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/2061936472 Mon, 24 Mar 2025 00:00:00 +0000 https://soundcloud.com/clearbridge/cb_gen-ai-and-magnificent 00:31:51 ClearBridge Investments no ClearBridge's Hilary Frisch and Naveen Jayasundaram discuss how DeepSeek may have actually jumpstarted wider AI adoption. ClearBridge's Hilary Frisch and Naveen Jayasundar… ClearBridge's Hilary Frisch and Naveen Jayasundaram discuss how DeepSeek may have actually jumpstarted wider AI adoption. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/2031863400 Tue, 11 Feb 2025 00:00:00 +0000 https://soundcloud.com/clearbridge/can-trump-make-financials-great-again 00:23:07 ClearBridge Investments no Analyst Miguel Del Gallego and Portfolio Manager Steve Rigo discuss how Trump regulatory and tariff policies, persistent inflation and animal spirits could impact banks and other financials stocks. Analyst Miguel Del Gallego and Portfolio Manager … Analyst Miguel Del Gallego and Portfolio Manager Steve Rigo discuss how Trump regulatory and tariff policies, persistent inflation and animal spirits could impact banks and other financials stocks. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1991416311 Sat, 21 Dec 2024 15:31:56 +0000 https://soundcloud.com/clearbridge/health-care-innovation-under-trump-20 00:20:06 ClearBridge Investments no ClearBridge health care equity analysts assess the prospects for clinical breakthroughs in biopharmaceuticals and medical devices under a new Trump administration. ClearBridge health care equity analysts assess th… ClearBridge health care equity analysts assess the prospects for clinical breakthroughs in biopharmaceuticals and medical devices under a new Trump administration. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1964060115 Thu, 21 Nov 2024 19:58:40 +0000 https://soundcloud.com/clearbridge/clearbridge-2025-economic-outlook-will-us-exceptionalism-continue 00:35:12 ClearBridge Investments no The Anatomy of a Recession team analyzes how Fed policy and a Trump presidency could impact the country’s economic and market leadership. The Anatomy of a Recession team analyzes how Fed … The Anatomy of a Recession team analyzes how Fed policy and a Trump presidency could impact the country’s economic and market leadership. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1923261698 Wed, 25 Sep 2024 00:00:00 +0000 https://soundcloud.com/clearbridge/targeting-opportunities-from-the-software-selloff 00:23:19 ClearBridge Investments no ClearBridge Analysts Hilary Frisch and Tom Mao join Jeff Schulze to discuss the drivers of a recent slowdown for software stocks and the important role software will play in the next phase of AI adoption. ClearBridge Analysts Hilary Frisch and Tom Mao jo… ClearBridge Analysts Hilary Frisch and Tom Mao join Jeff Schulze to discuss the drivers of a recent slowdown for software stocks and the important role software will play in the next phase of AI adoption. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1856518293 Tue, 25 Jun 2024 14:00:35 +0000 https://soundcloud.com/clearbridge/midyear-equity-and-economic-outlook-what-the-internals-are-telling-us 00:38:37 ClearBridge Investments no 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. CIO Scott Glasser and Head of Strategy Jeff Schul… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1827955461 Wed, 22 May 2024 18:35:27 +0000 https://soundcloud.com/clearbridge/transports-on-the-road-to-recovery 00:23:32 ClearBridge Investments no 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. Industrials Analyst Hannah Whang and Portfolio Ma… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1810298217 Mon, 29 Apr 2024 13:14:29 +0000 https://soundcloud.com/clearbridge/where-innovation-and-sustainability-meet 00:27:12 ClearBridge Investments no 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. Portfolio Analyst Ben Buckley and Software Servic… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1802137905 Wed, 17 Apr 2024 13:41:06 +0000 https://soundcloud.com/clearbridge/infrastructure-and-utilities-are-powering-ai-data-growth 00:29:32 ClearBridge Investments no 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. Portfolio Manager Shane Hurst discusses how AI an… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1791911431 Wed, 03 Apr 2024 20:18:42 +0000 https://soundcloud.com/clearbridge/are-mega-caps-still-magnificent 00:32:22 ClearBridge Investments no 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. The Magnificent Seven, a collection of the larges… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1765095396 Mon, 04 Mar 2024 20:11:11 +0000 https://soundcloud.com/clearbridge/lets-make-a-deal-energy-edition 00:21:29 ClearBridge Investments no 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. Energy analyst Adam Meyers joins Jeff Schulze to … 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1681897014 Mon, 04 Dec 2023 18:43:17 +0000 https://soundcloud.com/clearbridge/jeff-schulze-on-wealthtrack-stay-invested-through-downturn 00:15:49 ClearBridge Investments no 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 value stocks. ClearBridge’s Head of Economic and Market Strateg… 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 value stocks. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1679537742 Fri, 01 Dec 2023 19:47:55 +0000 https://soundcloud.com/clearbridge/cb_2024-economic-outlook_v1 00:38:31 ClearBridge Investments no 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. The ClearBridge Anatomy of a Recession team of Je… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1666855929 Thu, 16 Nov 2023 20:22:09 +0000 https://soundcloud.com/clearbridge/dividend-dynamics-in-a-high-yield-world 00:25:19 ClearBridge Investments no 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. Portfolio Manager John Baldi and Senior Analyst T… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1642810947 Tue, 17 Oct 2023 13:52:17 +0000 https://soundcloud.com/clearbridge/clearbridge-multi-cap-growth-strategy-3q23-update 00:08:13 ClearBridge Investments no Portfolio Manager Evan Bauman provides an update on performance and positioning. Portfolio Manager Evan Bauman provides an update … Portfolio Manager Evan Bauman provides an update on performance and positioning. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1628573250 Fri, 29 Sep 2023 15:23:28 +0000 https://soundcloud.com/clearbridge/why-biodiversity-should-matter-for-investors 00:31:42 ClearBridge Investments no 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. ClearBridge ESG analysts Ben Buckley and Anna Cal… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1598833935 Tue, 22 Aug 2023 18:55:09 +0000 https://soundcloud.com/clearbridge/can-earnings-sustain-the-bull-market 00:23:03 ClearBridge Investments no 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. ClearBridge Portfolio Managers Matt Lilling and M… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1565248954 Fri, 14 Jul 2023 20:36:04 +0000 https://soundcloud.com/clearbridge/the-diabetes-and-obesity-market-opportunity 00:19:29 ClearBridge Investments no 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 the much larger obese population. Health care analysts Marshall Gordon and Brittany… 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 the much larger obese population. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1533421969 Wed, 07 Jun 2023 19:35:41 +0000 https://soundcloud.com/clearbridge/generative-ai-fact-and-fiction 00:20:29 ClearBridge Investments no 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. Technology analysts Hilary Frisch and Anuj Parikh… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1469544982 Wed, 15 Mar 2023 16:56:15 +0000 https://soundcloud.com/clearbridge/sticking-with-the-essentials-the-case-for-consumer-staples 00:24:15 ClearBridge Investments no 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. ClearBridge Analyst Rob Buesing explains the defe… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1449438055 Fri, 17 Feb 2023 20:30:37 +0000 https://soundcloud.com/clearbridge/decarbonizing-industry 00:22:01 ClearBridge Investments no 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 new products and infrastructure are built. Dimitry Dayen and Hannah Whang break down recent … 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 new products and infrastructure are built. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1395017701 Fri, 02 Dec 2022 21:32:07 +0000 https://soundcloud.com/clearbridge/clearbridge-2023-economic-outlook-handicapping-the-most-anticipated-recession-ever 00:27:17 ClearBridge Investments no 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. The Anatomy of a Recession team of Jeff Schulze a… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1381667878 Sat, 12 Nov 2022 16:02:43 +0000 https://soundcloud.com/clearbridge/could-earnings-resets-boost-technology 00:27:04 ClearBridge Investments no 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. Sector Analysts Hilary Frisch and Naveen Jayasund… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1331858242 Fri, 26 Aug 2022 15:18:58 +0000 https://soundcloud.com/clearbridge/jeff-schulze-on-wealthtrack-growing-risk-of-recession 00:23:50 ClearBridge Investments no 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. Investment Strategist Jeff Schulze joins Consuelo… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1321640533 Wed, 10 Aug 2022 17:05:23 +0000 https://soundcloud.com/clearbridge/next-steps-for-the-energy-rally 00:27:20 ClearBridge Investments no 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. ClearBridge Portfolio Manager Chris Eades and Com… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1301439391 Thu, 07 Jul 2022 18:48:05 +0000 https://soundcloud.com/clearbridge/inflation-rising-rates-recession-risk-and-infrastructure 00:13:46 ClearBridge Investments no 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. Portfolio Manager Charles Hamieh breaks down how … 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1282082467 Mon, 06 Jun 2022 16:14:03 +0000 https://soundcloud.com/clearbridge/navigating-a-reopening-in-health-care 00:27:52 ClearBridge Investments no ClearBridge Senior Health Care Analyst Marshall Gordon and Portfolio Manager Jean Yu discuss investment risks and opportunities in the health care sector. ClearBridge Senior Health Care Analyst Marshall G… ClearBridge Senior Health Care Analyst Marshall Gordon and Portfolio Manager Jean Yu discuss investment risks and opportunities in the health care sector. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1269432211 Mon, 16 May 2022 16:01:18 +0000 https://soundcloud.com/clearbridge/can-the-fed-tame-inflation-and-engineer-a-soft-landing 00:29:05 ClearBridge Investments no 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. Portfolio Analyst Steve Rigo joins Investment Str… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1257437506 Tue, 26 Apr 2022 14:43:13 +0000 https://soundcloud.com/clearbridge/2022-clearbridge-stewardship-report-mobilizing-climate-capital 00:24:52 ClearBridge Investments no 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 carbon footprinting, and weigh company commitments to lowering carbon emissions. Robin Freeman hosts Ben Buckley and David Hochsti… 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 carbon footprinting, and weigh company commitments to lowering carbon emissions. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1232903467 Tue, 15 Mar 2022 20:40:27 +0000 https://soundcloud.com/clearbridge/how-the-industrials-complex-is-coping-with-conflict 00:21:29 ClearBridge Investments no 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. Senior Industrials Analyst Hannah Whang and Portf… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1228010014 Mon, 07 Mar 2022 15:09:13 +0000 https://soundcloud.com/clearbridge/clearbridge-charles-march-2022 00:10:49 ClearBridge Investments no ClearBridge Portfolio Manager Charles Hamieh weighs in on how infrastructure portfolios fare during periods of inflation and rising bond yields. ClearBridge Portfolio Manager Charles Hamieh weig… ClearBridge Portfolio Manager Charles Hamieh weighs in on how infrastructure portfolios fare during periods of inflation and rising bond yields. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1225054168 Wed, 02 Mar 2022 14:25:36 +0000 https://soundcloud.com/clearbridge/jeff-schulze-on-wealthtrack-ukrainian-invasion-impact 00:27:31 ClearBridge Investments no ClearBridge’s Investment Strategist Jeff Schulze explains why U.S. economic health, more than geopolitics, will drive markets in 2022. ClearBridge’s Investment Strategist Jeff Schulze … ClearBridge’s Investment Strategist Jeff Schulze explains why U.S. economic health, more than geopolitics, will drive markets in 2022. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1220587774 Tue, 22 Feb 2022 16:05:38 +0000 https://soundcloud.com/clearbridge/can-the-earnings-train-stay-on-track 00:27:49 ClearBridge Investments no 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 how such growth could support equities. Director of Research Chuck Harris joins Investmen… 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 how such growth could support equities. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1171473511 Fri, 03 Dec 2021 20:31:17 +0000 https://soundcloud.com/clearbridge/clearbridge-market-and-macro-outlook-for-2022 00:36:27 ClearBridge Investments no 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. Chief Investment Officer Scott Glasser joins the … 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1162649650 Thu, 18 Nov 2021 20:20:26 +0000 https://soundcloud.com/clearbridge/screen-kings-whos-winning-in-streaming-and-digital-advertising 00:21:16 ClearBridge Investments no 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. ClearBridge Portfolio Analyst Erica Furfaro and P… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1147833433 Mon, 25 Oct 2021 20:28:01 +0000 https://soundcloud.com/clearbridge/inflation-yields-likely-tailwinds-for-infrastructure 00:18:10 ClearBridge Investments no ClearBridge's Nick Langley breaks down current inflation signs, including climate-related inflation, and how listed infrastructure is positioned. ClearBridge's Nick Langley breaks down current in… ClearBridge's Nick Langley breaks down current inflation signs, including climate-related inflation, and how listed infrastructure is positioned. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1140603406 Tue, 12 Oct 2021 15:11:07 +0000 https://soundcloud.com/clearbridge/the-road-from-cop26-to-net-zero 00:28:49 ClearBridge Investments no 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 adoption, developing emission-saving technologies such as green hydrogen, the role of oil and gas companies in the energy transition, agriculture-related emissions, regenerative agriculture and plant-based foods from an investor perspective. Jeff Schulze is joined by Senior Energy Analyst D… 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 adoption, developing emission-saving technologies such as green hydrogen, the role of oil and gas companies in the energy transition, agriculture-related emissions, regenerative agriculture and plant-based foods from an investor perspective. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1125170461 Wed, 15 Sep 2021 16:41:25 +0000 https://soundcloud.com/clearbridge/health-care-innovation-driving-new-growth-markets 00:28:17 ClearBridge Investments no 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 innovations in clinical testing. ClearBridge Senior Health Care Analysts Marshall … 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 innovations in clinical testing. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1107541465 Tue, 17 Aug 2021 13:09:58 +0000 https://soundcloud.com/clearbridge/trends-transforming-the-global-value-landscape 00:32:16 ClearBridge Investments no 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 heightened regulatory environment in China. Portfolio Managers Paul Ehrlichman and Grace Su d… 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 heightened regulatory environment in China. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1080338833 Fri, 02 Jul 2021 18:43:42 +0000 https://soundcloud.com/clearbridge/clearbridge-midyear-outlook-what-normalization-could-mean 00:30:58 ClearBridge Investments no 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 we head into the second half of the year. ClearBridge Co-Chief Investment Officer Scott Gla… 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 we head into the second half of the year. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1059792301 Tue, 01 Jun 2021 15:23:33 +0000 https://soundcloud.com/clearbridge/why-software-will-continue-to-eat-the-world 00:29:56 ClearBridge Investments no 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. A recent selloff could mark only a temporary setb… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1031024641 Fri, 16 Apr 2021 19:34:00 +0000 https://soundcloud.com/clearbridge/2021-clearbridge-impact-report-getting-to-know-the-sdgs 00:22:35 ClearBridge Investments no 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 in furthering the SDGs is one of many topics treated in the 2021 ClearBridge Impact Report. Research analysts Kimberly Gifford and Deepon Nag… 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 in furthering the SDGs is one of many topics treated in the 2021 ClearBridge Impact Report. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1027890106 Mon, 12 Apr 2021 16:25:23 +0000 https://soundcloud.com/clearbridge/global-infrastructure-value-strategy-1q21-update 00:11:49 ClearBridge Investments no 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. Portfolio Manager Shane Hurst and Head of Infrast… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1027878439 Mon, 12 Apr 2021 16:17:00 +0000 https://soundcloud.com/clearbridge/clearbridge-global-infrastructure-income-strategy-1q21-update 00:10:29 ClearBridge Investments no 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. Listen to Portfolio Manager Shane Hurst and Head … 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/1007940169 Mon, 15 Mar 2021 20:02:49 +0000 https://soundcloud.com/clearbridge/what-inflation-means-for-infrastructure 00:06:23 ClearBridge Investments no PM Shane Hurst joins Matt Bushby to discuss the effect of rising bond yields and potential inflation on long-term infrastructure returns. PM Shane Hurst joins Matt Bushby to discuss the e… PM Shane Hurst joins Matt Bushby to discuss the effect of rising bond yields and potential inflation on long-term infrastructure returns. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/997912297 Wed, 03 Mar 2021 17:10:21 +0000 https://soundcloud.com/clearbridge/fire-and-ice-utilities-target-climate-change 00:28:09 ClearBridge Investments no Tatiana Eades, Shane Hurst and Jeff Schulze discuss how utilities are positioned to meet climate challenges and support the grid of the future. Tatiana Eades, Shane Hurst and Jeff Schulze discu… Tatiana Eades, Shane Hurst and Jeff Schulze discuss how utilities are positioned to meet climate challenges and support the grid of the future. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/977759488 Tue, 02 Feb 2021 17:22:38 +0000 https://soundcloud.com/clearbridge/ingredients-for-a-sustained-value-run 00:28:55 ClearBridge Investments no ClearBridge Head of Quantitative Research Farhan Mustafa and Portfolio Manager Sam Peters join Jeff Schulze to provide perspective on the recent performance comeback for value stocks and what it will take from both a market and macroeconomic standpoint for value to maintain its leadership for an extended period. ClearBridge Head of Quantitative Research Farhan … ClearBridge Head of Quantitative Research Farhan Mustafa and Portfolio Manager Sam Peters join Jeff Schulze to provide perspective on the recent performance comeback for value stocks and what it will take from both a market and macroeconomic standpoint for value to maintain its leadership for an extended period. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/923437504 Wed, 04 Nov 2020 21:50:05 +0000 https://soundcloud.com/clearbridge/the-value-of-dividends-in-volatile-markets 00:19:57 ClearBridge Investments no 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 care sectors among other areas of the market. In the latest ClearBridge podcast, Jeff Schulze i… 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 care sectors among other areas of the market. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/910055536 Tue, 13 Oct 2020 21:05:16 +0000 https://soundcloud.com/clearbridge/where-could-election-day-take-stocks-the-economy 00:29:37 ClearBridge Investments no ClearBridge analysts Dimitry Dayen and Marshall Gordon join Jeff Schulze to handicap how three potential 2020 election scenarios - a Trump win, a Biden win with a divided Congress or a Democratic sweep - could impact fossil fuel and renewable energy stocks, health care and the broad markets and economy. ClearBridge analysts Dimitry Dayen and Marshall G… ClearBridge analysts Dimitry Dayen and Marshall Gordon join Jeff Schulze to handicap how three potential 2020 election scenarios - a Trump win, a Biden win with a divided Congress or a Democratic sweep - could impact fossil fuel and renewable energy stocks, health care and the broad markets and economy. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/905786746 Tue, 06 Oct 2020 19:38:28 +0000 https://soundcloud.com/clearbridge/infrastructure-outlook-us-election-edition 00:07:44 ClearBridge Investments no 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. ClearBridge Portfolio Manager Shane Hurst joins M… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/897070492 Mon, 21 Sep 2020 17:46:18 +0000 https://soundcloud.com/clearbridge/gauging-secular-growth-trends-in-global-markets 00:23:23 ClearBridge Investments no Portfolio Managers Elisa Mazen and Pawel Wroblewski join Jeff Schulze to discuss how different regions are adjusting to the COVID-19 pandemic, secular trends in technology and related industries, risks and opportunities in China and the importance of stimulus programs and sustainable policies to global growth. Portfolio Managers Elisa Mazen and Pawel Wroblews… Portfolio Managers Elisa Mazen and Pawel Wroblewski join Jeff Schulze to discuss how different regions are adjusting to the COVID-19 pandemic, secular trends in technology and related industries, risks and opportunities in China and the importance of stimulus programs and sustainable policies to global growth. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/866063275 Tue, 28 Jul 2020 16:33:16 +0000 https://soundcloud.com/clearbridge/the-clearbridge-midyear-outlook-managing-through-uncertainty 00:34:49 ClearBridge Investments no 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, the potential for a change in market leadership and the likely impact of the presidential election. Co-Chief Investment Officer Scott Glasser joins I… 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, the potential for a change in market leadership and the likely impact of the presidential election. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/855594220 Fri, 10 Jul 2020 14:09:51 +0000 https://soundcloud.com/clearbridge/michael-kagan-talks-market-concentration-on-money-life-with-chuck-jaffe 00:17:15 ClearBridge Investments no Michael Kagan Talks Market Concentration on Money Life with Chuck Jaffe by ClearBridge Investments Michael Kagan Talks Market Concentration on Money… Michael Kagan Talks Market Concentration on Money Life with Chuck Jaffe by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/838376482 Thu, 11 Jun 2020 17:54:43 +0000 https://soundcloud.com/clearbridge/seeking-value-from-a-position-of-strength 00:29:39 ClearBridge Investments no Portfolio Managers of the ClearBridge Large Cap Value Strategy Robert Feitler and Dmitry Khaykin join Jeff Schulze, Investment Strategist, to discuss the advantages of their approach to value: focus on earnings and buy opportunistically. Portfolio Managers of the ClearBridge Large Cap V… Portfolio Managers of the ClearBridge Large Cap Value Strategy Robert Feitler and Dmitry Khaykin join Jeff Schulze, Investment Strategist, to discuss the advantages of their approach to value: focus on earnings and buy opportunistically. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/832328191 Mon, 01 Jun 2020 18:20:05 +0000 https://soundcloud.com/clearbridge/infrastructure-update-a-rebound-for-user-pays 00:09:03 ClearBridge Investments no 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 overall role of infrastructure in investors' portfolios in the current environment. Senior Portfolio Manager Charles Hamieh at RARE I… 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 overall role of infrastructure in investors' portfolios in the current environment. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/824448427 Wed, 20 May 2020 14:07:10 +0000 https://soundcloud.com/clearbridge/why-are-markets-the-economy-sending-conflicting-signals 00:35:04 ClearBridge Investments no In the latest ClearBridge podcast, the Anatomy of a Recession team of Jeff Schulze and Josh Jamner analyze the macro-market disconnect, what indicators they are watching that could signal the economy has troughed and the likely shape of a recovery. In the latest ClearBridge podcast, the Anatomy of… In the latest ClearBridge podcast, the Anatomy of a Recession team of Jeff Schulze and Josh Jamner analyze the macro-market disconnect, what indicators they are watching that could signal the economy has troughed and the likely shape of a recovery. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/814205590 Tue, 05 May 2020 17:29:33 +0000 https://soundcloud.com/clearbridge/rare-infrastructure-update-dissecting-the-april-rebound 00:11:30 ClearBridge Investments no 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 infrastructure assets. RARE Infrastructure Senior Portfolio Manager Shan… 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 infrastructure assets. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/809953165 Wed, 29 Apr 2020 18:51:04 +0000 https://soundcloud.com/clearbridge/climate-change-and-the-2020-clearbridge-impact-report 00:35:32 ClearBridge Investments no Climate Change and the 2020 ClearBridge Impact Report by ClearBridge Investments Climate Change and the 2020 ClearBridge Impact Re… Climate Change and the 2020 ClearBridge Impact Report by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/803949070 Tue, 21 Apr 2020 17:23:00 +0000 https://soundcloud.com/clearbridge/rare-infrastructure-update-the-market-starts-to-differentiate 00:12:13 ClearBridge Investments no 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. As markets appear to stabilize following the coro… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/786950224 Mon, 30 Mar 2020 17:18:20 +0000 https://soundcloud.com/clearbridge/rare-infrastructure-update-market-rallies-on-stimulus 00:11:38 ClearBridge Investments no RARE Infrastructure Update: Market Rallies on Stimulus by ClearBridge Investments RARE Infrastructure Update: Market Rallies on Sti… RARE Infrastructure Update: Market Rallies on Stimulus by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/781644760 Mon, 23 Mar 2020 16:25:50 +0000 https://soundcloud.com/clearbridge/rare-infrastructure-update-the-stimulus-response 00:11:38 ClearBridge Investments no 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. As different regions of the globe begin varying d… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/762815989 Tue, 18 Feb 2020 19:17:54 +0000 https://soundcloud.com/clearbridge/readyingfora5gworld 00:21:24 ClearBridge Investments no 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. The new 5G wireless standard will have a broad im… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/742825723 Mon, 13 Jan 2020 16:37:16 +0000 https://soundcloud.com/clearbridge/can-consumers-keep-spending 00:24:51 ClearBridge Investments no 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. Consumer spending represents more than 70% of U.S… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/728639242 Mon, 16 Dec 2019 15:03:07 +0000 https://soundcloud.com/clearbridge/the-clearbridge-economic-market-outlook-for-2020 00:29:09 ClearBridge Investments no The ClearBridge Economic & Market Outlook for 2020 by ClearBridge Investments The ClearBridge Economic & Market Outlook for 202… The ClearBridge Economic & Market Outlook for 2020 by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/714924064 Mon, 18 Nov 2019 16:19:55 +0000 https://soundcloud.com/clearbridge/growth-opportunities-in-digital-transformation 00:22:39 ClearBridge Investments no Growth Opportunities in Digital Transformation by ClearBridge Investments Growth Opportunities in Digital Transformation by… Growth Opportunities in Digital Transformation by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/694345846 Fri, 11 Oct 2019 18:02:11 +0000 https://soundcloud.com/clearbridge/recession-risks-will-the-fed-save-the-day 00:30:35 ClearBridge Investments no Recession Risks: Will the Fed Save the Day? by ClearBridge Investments Recession Risks: Will the Fed Save the Day? by Cl… Recession Risks: Will the Fed Save the Day? by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/680064905 Thu, 12 Sep 2019 15:29:18 +0000 https://soundcloud.com/clearbridge/why-dividend-growth-matters-as-yields-fall 00:31:55 ClearBridge Investments no Why Dividend Growth Matters as Yields Fall by ClearBridge Investments Why Dividend Growth Matters as Yields Fall by Cle… Why Dividend Growth Matters as Yields Fall by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/669081026 Wed, 21 Aug 2019 18:16:38 +0000 https://soundcloud.com/clearbridge/peter-vanderlee-moneylife-with-chuck-jaffe 00:12:49 ClearBridge Investments no Peter Vanderlee on Money Life with Chuck Jaffe by ClearBridge Investments Peter Vanderlee on Money Life with Chuck Jaffe by… Peter Vanderlee on Money Life with Chuck Jaffe by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/663002039 Thu, 08 Aug 2019 16:58:53 +0000 https://soundcloud.com/clearbridge/esg-approaches-in-small-cap 00:23:18 ClearBridge Investments no ESG Approaches in Small Cap by ClearBridge Investments ESG Approaches in Small Cap by ClearBridge Invest… ESG Approaches in Small Cap by ClearBridge Investments digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/646271793 Thu, 04 Jul 2019 17:51:01 +0000 https://soundcloud.com/clearbridge/clearbridge-midyear-2019-outlook-confidence-or-caution 00:39:08 ClearBridge Investments no 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 Managers Margaret Vitrano and Michael T… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/638761809 Tue, 18 Jun 2019 23:12:37 +0000 https://soundcloud.com/clearbridge/clearbridge-022-june18-v1-1 00:32:25 ClearBridge Investments no 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 Manager Dmitry Khaykin joins Jeffrey Sc… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/600842940 Thu, 04 Apr 2019 13:47:23 +0000 https://soundcloud.com/clearbridge/finding-growth-across-global-markets 00:36:29 ClearBridge Investments no 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. Portfolio Managers Elisa Mazen and Michael Testor… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/596893287 Wed, 27 Mar 2019 19:25:24 +0000 https://soundcloud.com/clearbridge/introducting-the-clearbridge-2018-impact-report 00:26:01 ClearBridge Investments no 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. Analysts Robert Buesing, Tatiana Eades and Mattew… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/575903775 Fri, 15 Feb 2019 16:09:02 +0000 https://soundcloud.com/clearbridge/understanding-todays-oil-markets 00:31:39 ClearBridge Investments no 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. Senior Energy Analyst Dimitry Dayen, CFA joins Vi… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/559913925 Wed, 16 Jan 2019 14:46:27 +0000 https://soundcloud.com/clearbridge/contrarian-growth-investing-in-an-evolving-market 00:37:17 ClearBridge Investments no 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. Portfolio Manager Evan Bauman joins Investment St… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/546850464 Tue, 18 Dec 2018 18:34:40 +0000 https://soundcloud.com/clearbridge/clearbridge-market-and-political-outlook-2019 00:38:14 ClearBridge Investments no 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. Will the U.S. find clarity on trade relations? Wi… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/537957777 Fri, 30 Nov 2018 21:22:50 +0000 https://soundcloud.com/clearbridge/the-advantage-of-active-management-in-volatile-markets 00:26:31 ClearBridge Investments no 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. Portfolio Manager Michael Kagan and Investment St… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/523356693 Thu, 01 Nov 2018 18:55:30 +0000 https://soundcloud.com/clearbridge/why-the-health-care-rebound-has-staying-power 00:28:38 ClearBridge Investments no 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. ClearBridge Investment Strategist Jeffrey Schulze… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/498859983 Wed, 12 Sep 2018 13:32:08 +0000 https://soundcloud.com/clearbridge/the-value-of-dividend-growth-when-interest-rates-rise 00:30:24 ClearBridge Investments no 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. Portfolio Manager Michael Clarfled, CFA and Senio… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/488062488 Mon, 20 Aug 2018 13:33:25 +0000 https://soundcloud.com/clearbridge/making-an-impact-through-active-equity-ownership 00:29:55 ClearBridge Investments no 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. CEO Terrence Murphy and Head of Environmental, So… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/473875101 Thu, 19 Jul 2018 15:38:27 +0000 https://soundcloud.com/clearbridge/value-investing-at-the-crossroads 00:29:57 ClearBridge Investments no 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. All Cap Value Strategy Portfolio Managers Albert … 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/457780527 Wed, 13 Jun 2018 13:29:11 +0000 https://soundcloud.com/clearbridge/how-technology-is-driving-global-disruption 00:28:41 ClearBridge Investments no 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 International Growth Strategy Portfolio Managers … 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 digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/450712890 Tue, 29 May 2018 12:53:28 +0000 https://soundcloud.com/clearbridge/assessing-opportunities-in-the-cloud 00:28:30 ClearBridge Investments no 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. Senior Technology Analysts Hilary Frisch, CFA and… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/434498952 Tue, 24 Apr 2018 16:13:29 +0000 https://soundcloud.com/clearbridge/delivering-differentiated-growth 00:25:19 ClearBridge Investments no 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 Manager Margaret Vitrano speaks with In… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/413088930 Tue, 13 Mar 2018 16:03:22 +0000 https://soundcloud.com/clearbridge/seeking-innovation-and-quality-in-small-and-mid-cap-companies 00:28:26 ClearBridge Investments no 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 Managers Brian Angerame and Jeffrey Rus… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/391979151 Tue, 30 Jan 2018 18:30:08 +0000 https://soundcloud.com/clearbridge/anticipating-leadership-change-in-todays-market 00:30:04 ClearBridge Investments no 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 Portfolio Manager Evan Bauman joins Investment St… 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 digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/369497744 Thu, 14 Dec 2017 16:50:07 +0000 https://soundcloud.com/clearbridge/clearbridge-008-november3rd-v2 00:35:52 ClearBridge Investments no 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. Co-Chief Investment Officer Scott Glasser, Direct… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/352516910 Tue, 07 Nov 2017 20:10:42 +0000 https://soundcloud.com/clearbridge/investing-to-deliver-value-and-impact-through-esg 00:35:33 ClearBridge Investments no 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 Analysts Benedict Buckley and Nikita Si… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/342382764 Thu, 14 Sep 2017 19:56:30 +0000 https://soundcloud.com/clearbridge/opportunities-in-a-shrinking-small-cap-market 00:33:37 ClearBridge Investments no 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 Albert Grosman and Brian Lund,… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/338829169 Mon, 21 Aug 2017 14:18:10 +0000 https://soundcloud.com/clearbridge/actively-targeting-value-in-international-markets 00:31:55 ClearBridge Investments no 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. Portfolio Managers Sean Bogda, CFA and Paul Ehrli… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/326704948 Tue, 06 Jun 2017 18:09:17 +0000 https://soundcloud.com/clearbridge/the-year-of-international-equities 00:33:20 ClearBridge Investments no 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. In our June episode, Investment Strategist Jeffre… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/320526502 Sat, 29 Apr 2017 00:00:00 +0000 https://soundcloud.com/clearbridge/taking-an-active-approach-to-managing-volatility 00:23:00 ClearBridge Investments no 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 Manager Michael Kagan joins Investment … 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/312703668 Thu, 16 Mar 2017 13:53:58 +0000 https://soundcloud.com/clearbridge/generating-consistent-growth-in-todays-market 00:34:48 ClearBridge Investments no 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. Portfolio Managers Margaret Vitrano and Evan Baum… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/305453146 Tue, 31 Jan 2017 18:39:38 +0000 https://soundcloud.com/clearbridge/taking-the-pulse-of-the-value-rally 00:38:52 ClearBridge Investments no 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. Investment Strategist Jeffrey Schulze, CFA and He… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/298663319 Mon, 19 Dec 2016 19:53:45 +0000 https://soundcloud.com/clearbridge/outlook-2017-insights-from-investment-strategist-jeff-schulze-cfa 00:30:10 ClearBridge Investments no 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. ClearBridge's Investment Strategist Jeffrey Schul… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/276786589 Thu, 04 Aug 2016 12:37:47 +0000 https://soundcloud.com/clearbridge/positioning-portfolios-as-markets-make-new-highs 00:26:08 ClearBridge Investments no 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 Evan Bauman and Sam Peters, CF… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/258015321 Fri, 08 Apr 2016 18:59:03 +0000 https://soundcloud.com/clearbridge/finding-growth-in-a-low-growth-world 00:27:32 ClearBridge Investments no 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. Portfolio Managers Elisa Mazen and Margaret Vitra… 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. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant tag:soundcloud,2010:tracks/255646257 Mon, 28 Mar 2016 21:03:07 +0000 https://soundcloud.com/clearbridge/separatingvaluefromvaluetraps 00:31:19 ClearBridge Investments no Portfolio Managers Paul Ehrlichman and Sam Peters, CFA discuss how they are actively looking to exploit opportunities created by recent equity market volatility. Portfolio Managers Paul Ehrlichman and Sam Peters… Portfolio Managers Paul Ehrlichman and Sam Peters, CFA discuss how they are actively looking to exploit opportunities created by recent equity market volatility. digimkt@ClearBridge.com (ClearBridge Investments, LLC)ClearBridge,ClearBridge,Investments,stocks,stock,mutual,funds,separately,managed,accounts,SMAs,institutiolnal,investment,financial,advisor,consultant