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ClearBridge Investments

ClearBridge Investments, LLC

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.

  • 23 minutes 19 seconds
    Targeting Opportunities from the Software Selloff
    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.
    25 September 2024, 12:00 am
  • 38 minutes 37 seconds
    Midyear Equity and Economic Outlook: What the Internals Are Telling Us
    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.
    25 June 2024, 2:00 pm
  • 23 minutes 32 seconds
    Transport Stocks on the Road to Recovery
    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.
    22 May 2024, 6:35 pm
  • 27 minutes 12 seconds
    Where Innovation and Sustainability Meet
    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.
    29 April 2024, 1:14 pm
  • 29 minutes 32 seconds
    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.
    17 April 2024, 1:41 pm
  • 32 minutes 22 seconds
    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.
    3 April 2024, 8:18 pm
  • 21 minutes 29 seconds
    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.
    4 March 2024, 8:11 pm
  • 15 minutes 49 seconds
    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.
    4 December 2023, 6:43 pm
  • 38 minutes 31 seconds
    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.
    1 December 2023, 7:47 pm
  • 25 minutes 19 seconds
    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.
    16 November 2023, 8:22 pm
  • 8 minutes 13 seconds
    ClearBridge Multi Cap Growth Strategy 3Q23 Update
    Portfolio Manager Evan Bauman provides an update on performance and positioning.
    17 October 2023, 1:52 pm
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