Clearbridge Investments

Michael Kagan Talks Market Concentration on Money Life with Chuck Jaffe by ClearBridge Investments

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.

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.

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.

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.

Climate Change and the 2020 ClearBridge Impact Report by ClearBridge Investments

As markets appear to stabilize following the coronavirus-related selloff, Nick Langley, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, joins RARE Head of Global Distribution Matt Bushby to discuss how the market is starting to differentiate between companies with stable and predictable cash flows going forward and those with significant earnings and cash flow risk.

RARE Infrastructure Update: Market Rallies on Stimulus by ClearBridge Investments

As different regions of the globe begin varying degrees of shutdown measures and governments respond with monetary and fiscal stimulus, Nick Langley, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, discusses current volatile market conditions and what they mean for infrastructure investors with RARE Head of Global Distribution Matt Bushby.

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

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

The ClearBridge Economic & Market Outlook for 2020 by ClearBridge Investments

Growth Opportunities in Digital Transformation by ClearBridge Investments

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

Why Dividend Growth Matters as Yields Fall by ClearBridge Investments

Peter Vanderlee on Money Life with Chuck Jaffe by ClearBridge Investments

ESG Approaches in Small Cap by ClearBridge Investments

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

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

Portfolio Managers Elisa Mazen and Michael Testorf, CFA join Investment Strategist Jeff Schulze, CFA to provide perspective on the mixed signals in the global economy and how that impacts their diversified approach to growth investing. The PMs discuss risks and opportunities in Europe and the UK, Japan and China as well as the role of ESG factors in driving individual company growth.