ClearBridge Investments

Midyear Outlook: Getting in Sequence by ClearBridge Investments

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.

Sustainability Driving Business Forward by ClearBridge Investments

ClearBridge's Hilary Frisch and Naveen Jayasundaram discuss how DeepSeek may have actually jumpstarted wider AI adoption.

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.

ClearBridge health care equity analysts assess the prospects for clinical breakthroughs in biopharmaceuticals and medical devices under a new Trump administration.

The Anatomy of a Recession team analyzes how Fed policy and a Trump presidency could impact the country's economic and market leadership.

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.

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.

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.

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 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.

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.

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.

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.

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.

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 Evan Bauman provides an update on performance and positioning.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

ClearBridge Senior Health Care Analyst Marshall Gordon and Portfolio Manager Jean Yu discuss investment risks and opportunities in the health care sector.

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.

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.

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.

ClearBridge Portfolio Manager Charles Hamieh weighs in on how infrastructure portfolios fare during periods of inflation and rising bond yields.

ClearBridge's Investment Strategist Jeff Schulze explains why U.S. economic health, more than geopolitics, will drive markets in 2022.

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.