Clearbridge Investments

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.

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.

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's Nick Langley breaks down current inflation signs, including climate-related inflation, and how listed infrastructure is positioned.

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.

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.

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.

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.

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.

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.

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.

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.

PM Shane Hurst joins Matt Bushby to discuss the effect of rising bond yields and potential inflation on long-term infrastructure returns.

Tatiana Eades, Shane Hurst and Jeff Schulze discuss how utilities are positioned to meet climate challenges and support the grid of the future.

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.

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.

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 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.

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.

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.