90 episodes
Authentically Active: The ClearBridge Podcast ClearBridge Investments, LLC
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- Business
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5.0 • 6 Ratings
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ClearBridge 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.
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Infrastructure and Utilities Are Powering AI & Data Growth
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.
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Are Mega Caps Still Magnificent?
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.
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Let's Make a Deal: Energy Edition
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.
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Jeff Schulze on WealthTrack: Stay Invested Through Downturn
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.
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Economic Outlook 2024: The Year of Lagged Effects
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.
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Dividend Dynamics in a High-Yield World
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.