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.

ClearBridge Global Infrastructure Income Strategy: 1Q21 Update

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.

ClearBridge Midyear Outlook: What Normalization Could Mean

ClearBridge’s Investment Strategist Jeff Schulze explains why U.S. economic health, more than geopolitics, will drive markets in 2022.

Jeff Schulze on WealthTrack: Ukrainian Invasion Impact

Senior Industrials Analyst Hannah Whang and Portfolio Manager Pawel Wroblewski discuss the near-term and secular impacts on industrial companies due to the Russia-Ukraine conflict, highlighting the likelihood of increased defense spending in Europe and the region’s stepped-up focus on energy security.

How the Industrials Complex is Coping with Conflict

Robin Freeman hosts Ben Buckley and David Hochstim to discuss the role of financial companies in helping the world reach net-zero emissions. They offer highlights from the 2022 ClearBridge Stewardship Report, which gives a comprehensive view of the latest in ESG investing at ClearBridge, explain how they assess climate risks, discuss the value of carbon footprinting, and weigh company commitments to lowering carbon emissions.

2022 ClearBridge Stewardship Report: Mobilizing Climate Capital

Portfolio Manager Charles Hamieh breaks down how infrastructure acts as a pass-through for inflation and rising rates, what separates it from commodities and real estate in its ability to provide inflation protection, and where he sees opportunities in infrastructure asset class.

The Impact of Recession Risks on Infrastructure Portfolios

ClearBridge Portfolio Managers Matt Lilling and Mike Kagan join Head of Economic and Market Strategy Jeff Schulze to debate the recent disconnect between strong equity performance amid a weakening economic backdrop, what factors could support resilient corporate earnings and where they see pockets of market strength in the back half of the year.

Can Earnings Sustain the Bull Market?

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.

Dividend Dynamics in a High-Yield World

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.

Economic Outlook 2024: The Year of Lagged Effects

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.

Jeff Schulze on WealthTrack: Stay Invested Through Downturn

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.

Are Mega Caps Still Magnificent?

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.

Where Innovation and Sustainability Meet

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.

Targeting Opportunities from the Software Selloff

The Anatomy of a Recession team analyzes how Fed policy and a Trump presidency could impact the country’s economic and market leadership.

Economic Outlook 2025: Will U.S. Exceptionalism Continue?

ClearBridge health care equity analysts assess the prospects for clinical breakthroughs in biopharmaceuticals and medical devices under a new Trump administration.

Health Care Innovation Under Trump 2.0

Analyst Miguel Del Gallego and Portfolio Manager Steve Rigo discuss how Trump regulatory and tariff policies, persistent inflation and animal spirits could impact banks and other financials stocks.   

Can Trump Make Financials Great Again?

ClearBridge's Hilary Frisch and Naveen Jayasundaram discuss how DeepSeek may have actually jumpstarted wider AI adoption. 

Distilling Progress in Generative AI

Sustainability Driving Business Forward

Portfolio Managers Mike Clarfeld and Erica Furfaro highlight how an active investment approach can help manage risk and identify opportunities during a historic period of volatility sparked by Trump 2.0.

Actively Managing through Policy Uncertainty

Midyear Outlook: Getting in Sequence

Stablecoins: Genius or Reinventing the Wheel?

Matthew Lilling and Deepon Nag, Co-Directors of Research at ClearBridge Investments, discuss their active research philosophy, technological integration and the value of collaborative fundamental research in navigating global market dynamics and technological disruptions.


How Collaborative Research Drives Active Alpha

The AOR team of Jeff Schulze and Josh Jamner offer their prognostications for the U.S. economy and equity market in the year ahead, building a case for positive momentum to shine through.

ClearBridge Outlook 2026: Is Bull Market Just Hitting its Stride

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.

Outlook 2017: Insights from Investment Strategist Jeffrey Schulze, CFA

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.

Assessing Opportunity in the Cloud

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 is no guarantee of future results.
The opinions and views expressed herein are of the Portfolio Managers listed as of the date shown, and may differ from other managers, or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results, or investment advice. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments nor its information providers are responsible for any damages or losses arising from any use of this information.

ClearBridge Market and Political Outlook 2019

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.

Why Are Markets & the Economy Sending Conflicting Signals?

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 current environment.

Infrastructure Update: A Rebound for User Pays?

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.

Seeking Value from a Position of Strength

Michael Kagan Talks Market Concentration on Money Life with Chuck Jaffe

ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.

Popular tracks by ClearBridge Investments