Authentically Active: The ClearBridge Podcast

ClearBridge Investments, LLC
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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.

  1. 5 ngày trước

    Emerging Markets, AI and the Future of Sustainable Investing

    What do emerging markets and AI reveal about the future of sustainable investing? In this episode, Robin Freeman speaks with Tom Mao and Aimee Truesdale about how investors are navigating uneven ESG disclosure, data center power and water demands, AI’s impact on labor, and the growing role of emerging market companies in sustainability solutions — from digital inclusion and grid resilience to advanced semiconductors and battery storage.

    26 phút

  2. 11 thg 6

    Midyear Outlook: What Wall of Worry?

    Jeff Schulze and Josh Jamner take a deep dive on the U.S. economy and stock market as well as the upcoming spate of mega cap IPOs, offering a bullish view for the second half of 2026, with a strengthening labor market, improving industrial activity and robust earnings offsetting an energy shock and a hawkish Fed.

    38 phút

  3. 15 thg 5

    Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack

    Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack by ClearBridge Investments

    31 phút

  4. 20 thg 3

    Navigating a War Torn Global Energy Market

    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.

    27 phút

  5. 26 thg 2

    Embracing the Semiconductor Super Cycle

    Technology analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven stock opportunities.

    31 phút

  6. 18/11/2025

    ClearBridge Outlook 2026: Is Bull Market Just Hitting its Stride

    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.

    37 phút

  7. 07/10/2025

    How Collaborative Research Drives Active Alpha

    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.

    18 phút

  8. 24/09/2025

    Stablecoins: Genius or Reinventing the Wheel?

    Stablecoins: Genius or Reinventing the Wheel? by ClearBridge Investments

    32 phút
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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.

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