Authentically Active: The ClearBridge Podcast

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 treate...

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.

ClearBridge analysts Dimitry Dayen and Marshall Gordon join Jeff Schulze to handicap how three potential 2020 election scenarios - a Trump win, a Biden win with a divided Congress or a Democratic sweep - could impact fossil fuel and renewable energy stocks, health care and the broad markets and economy.

ClearBridge Portfolio Manager Shane Hurst joins Matt Bushby to discuss how government spending on infrastructure may play into global stimulus packages as economies look to recover from the pandemic, the possibility of further privatization of user-pays assets and the impact of the U.S. election on infrastructure portfolios.

Portfolio Managers Elisa Mazen and Pawel Wroblewski join Jeff Schulze to discuss how different regions are adjusting to the COVID-19 pandemic, secular trends in technology and related industries, risks and opportunities in China and the importance of stimulus programs and sustainable policies to global growth.

Co-Chief Investment Officer Scott Glasser joins Investment Strategist Jeff Schulze to debate the unprecedented moves in the market and economy in response to the COVID-19 pandemic and the risks and opportunities they are monitoring as we enter the second half of 2020. Scott and Jeff highlight the importance of liquidity from further policy stimulus, the potential for a change in market leadership...

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 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 ClearBridge Economic & Market Outlook for 2020 by ClearBridge Investments