Authentically Active: The ClearBridge Podcast

Portfolio Managers Sean Bogda, CFA and Paul Ehrlichman join Investment Strategist Jeffrey Schulze, CFA to discuss how the recovery of European banks serves as catalyst for better stock performance on the Continent, where they are participating in improving emerging market demand and the benefits of an active approach as international equity market leadership begins to shift.

In our June episode, Investment Strategist Jeffrey Schulze, CFA, talks with two of the portfolio managers from our International Growth team, Elisa Mazen and Michael Testorf, CFA, about the relative valuation gaps between Europe and the U.S., China’s economic situation, and how they seek to exploit disruption in their investment portfolio.

Portfolio Manager Michael Kagan joins Investment Strategist Jeffrey Schulze, CFA to discuss low volatility strategies and active management in the context of the current market environment. Kagan describes his view on the market cycle, what will be needed to generate stronger equity returns going forward, and how an active, low volatility approach seeks to generate consistent results while preserv...

Portfolio Managers Margaret Vitrano and Evan Bauman join Investment Strategist Jeffrey Schulze, CFA to discuss their differentiated approaches to capturing growth through varying market conditions, and the sectors and stocks where they see opportunities in the current environment.

Investment Strategist Jeffrey Schulze, CFA and Head of Global Value Paul Ehrlichman discuss the state of the international value equity market, including the regions and sectors where opportunities to invest at attractive valuations can still be found.

ClearBridge's Investment Strategist Jeffrey Schulze, CFA, recently sat down to discuss his expectations for the stock market and economy in the coming year with Vinay Nadkarni, Head of our Portfolio Specialists Team. During their conversation, Jeff highlighted the changing political landscape and what that could mean for inflation, interest rates and growth.

Portfolio Managers Evan Bauman and Sam Peters, CFA and Senior Portfolio Specialist Jeff Schulze assess the potential for stocks and the economy and discuss where they are seeing opportunities as U.S. equity markets rally to new all-time highs. Moderated by Vinay Nadkarni, Head of Portfolio Specialists.

Portfolio Managers Elisa Mazen and Margaret Vitrano explain how they are taking advantage of market volatility that has hit growth stocks especially hard, to purchase dominant growth franchises at depressed valuations.

Portfolio Managers Paul Ehrlichman and Sam Peters, CFA discuss how they are actively looking to exploit opportunities created by recent equity market volatility.