Authentically Active: The ClearBridge Podcast

Growth Opportunities in Digital Transformation by ClearBridge Investments

Recession Risks: Will the Fed Save the Day? by ClearBridge Investments

Why Dividend Growth Matters as Yields Fall by ClearBridge Investments

Peter Vanderlee on Money Life with Chuck Jaffe by ClearBridge Investments

ESG Approaches in Small Cap by ClearBridge Investments

Portfolio Managers Margaret Vitrano and Michael Testorf join Investment Strategist Jeff Schulze to discuss the outlook for the U.S. and global economies and where they see equity risks and opportunities in the second half.

Portfolio Manager Dmitry Khaykin joins Jeffrey Schulze, CFA to outline his value approach to media stocks and explains how Disney, Comcast, Fox, Netflix and other major players are vying for market share in a mercurial content and distribution landscape.

Portfolio Managers Elisa Mazen and Michael Testorf, CFA join Investment Strategist Jeff Schulze, CFA to provide perspective on the mixed signals in the global economy and how that impacts their diversified approach to growth investing. The PMs discuss risks and opportunities in Europe and the UK, Japan and China as well as the role of ESG factors in driving individual company growth.

Analysts Robert Buesing, Tatiana Eades and Mattew Lilling, CFA join Investment Strategist Jeffrey Schulze, CFA to discuss ClearBridge's 2018 Impact Report, highlighting the specific ESG issues they consider in their areas of coverage and providing examples of important company engagements during the past year.

Senior Energy Analyst Dimitry Dayen, CFA joins Vinay Nadkarni for a discussion of recent volatility in crude oil prices, the changing nature of the supply side of the market, and what will separate winning companies from laggards in the exploration & production and oilfield services segments.

Portfolio Manager Evan Bauman joins Investment Strategist Jeffrey Schulze, CFA to discuss the encouraging signs he is seeing in equity markets to start 2019, including catalysts in the health care, energy and media industries that could drive leadership change following recent volatility.

Will the U.S. find clarity on trade relations? Will growth companies continue to dominate the market? Is infrastructure spending around the corner? ClearBridge's Charles Harris, Scott Glasser and Jeffrey Schulze weigh the likely effects of volatility, tighter liquidity, trade tensions and interest rates on equity returns in 2019 and discuss the timing of the next U.S. recession. Past performance i...

Portfolio Manager Michael Kagan and Investment Strategist Jeffrey Schulze discuss current market and economic risks and the value of defensive positions in an increasingly volatile environment. They also highlight the importance of the U.S. dollar and why select opportunities in paint and property and casualty insurance look attractive in 2019.

ClearBridge Investment Strategist Jeffrey Schulze, CFA joins ClearBridge health care analysts Marshall Gordon and Nicholas Wu, PhD to analyze drug pricing narratives and the health care M&A landscape, discuss opportunities created by innovation in biopharma, and highlight health care opportunities abroad.

Portfolio Manager Michael Clarfled, CFA and Senior Analyst - Financials Stephen Rigo, CFA join Investment Strategist Jeffrey Schulze, CFA to discuss what strong dividend growth trends mean in a rising interest rate environment and opportunities in the financials sector.

CEO Terrence Murphy and Head of Environmental, Social and Governance (ESG) Investment Mary Jane McQuillen join Investment Strategist Jeffrey Schulze, CFA to discuss the importance of ESG principles at ClearBridge, highlights of the firm's 2017 Impact Report, and how ESG considerations are integrated into the fundamental research process across all strategies.

All Cap Value Strategy Portfolio Managers Albert Grosman, CFA, and Sam Peters, CFA, discuss how they're positioned as value managers in the current momentum market and what they expect will happen when the growth cycle ends. They also highlight the importance of buying away from the index and how bottom-up stock selection can create a defensive approach to cope with a potential trade war.

International Growth Strategy Portfolio Managers Elisa Mazen and Pawel Wroblewski, CFA highlight how a valuation approach to growth leads them to innovative companies in developed and emerging markets. They also provide examples of the three types of growth companies the Strategy targets and the unique characteristics of areas like China that promote disruption and development of new markets. See...

Senior Technology Analysts Hilary Frisch, CFA and Deepon Nag join Investment Strategist Jeffrey Schulze, CFA to discuss the accelerating adoption of cloud computing. Hilary and Deepon explain the benefits of the cloud business model for enterprises and highlight the companies best positioned to lead in this growing market for software, storage and data analytics.

Portfolio Manager Margaret Vitrano speaks with Investment Strategist Jeffrey Schulze, CFA about how investing across three types of growth companies, or buckets, promotes performance through varying market conditions, opportunities presented by the transition to the cloud and catalysts that could lift undervalued health care and energy stocks.

Portfolio Managers Brian Angerame and Jeffrey Russell, CFA join Investment Strategist Jeffrey Schulze, CFA to discuss the characteristics they seek in SMID growth stocks, how disruption is driving market share gains across sectors and where they are finding attractive opportunities in a highly valued market.

Portfolio Manager Evan Bauman joins Investment Strategist Jeffrey Schulze, CFA to discuss shifting performance trends in the market and how they could be supported by greater M&A activity and a rotation into undervalued areas like energy, health care and media. See more at https://www.clearbridge.com

Co-Chief Investment Officer Scott Glasser, Director of Research Charles Harris and Investment Strategist Jeffrey Schulze, CFA discuss the potential benefits of corporate tax reform as well as other key opportunities and risks for U.S. equity markets and the economy heading into the new year.

Portfolio Analysts Benedict Buckley and Nikita Singhal explore the sustainable investing landscape with Investment Strategist Jeffrey Schulze, CFA. During the discussion, Ben and Nikita explain the distinguishing features of ClearBridge's integrated approach to Environmental, Social and Governance (ESG) investing, ways investors can make an impact through ownership of public equities and how the c...

Portfolio Managers Albert Grosman and Brian Lund, CFA take the temperature of the small cap market with Investment Strategist Jeffrey Schulze, CFA. The PMs describe the factors that have the caused the small cap universe to decline, how they seek to overcome the common challenges faced by active small cap managers and their unique process for evaluating the variant expectations priced into stocks.