Authentically Active: The ClearBridge Podcast
90 episodes - English - Latest episode: 11 days ago - ★★★★★ - 5 ratingsClearBridge 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.
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Episodes
Infrastructure and Utilities Are Powering AI & Data Growth
April 17, 2024 13:41 - 29 minutes - 40.6 MBPortfolio 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.
Are Mega Caps Still Magnificent?
April 03, 2024 20:18 - 32 minutes - 74 MBThe 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.
Let's Make a Deal: Energy Edition
March 04, 2024 20:11 - 21 minutes - 49.1 MBEnergy 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.
Jeff Schulze on WealthTrack: Stay Invested Through Downturn
December 04, 2023 18:43 - 15 minutes - 14.5 MBClearBridge’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.
Economic Outlook 2024: The Year of Lagged Effects
December 01, 2023 19:47 - 38 minutes - 88.1 MBThe 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.
Dividend Dynamics in a High-Yield World
November 16, 2023 20:22 - 25 minutes - 57.9 MBPortfolio 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.
ClearBridge Multi Cap Growth Strategy 3Q23 Update
October 17, 2023 13:52 - 8 minutes - 7.56 MBPortfolio Manager Evan Bauman provides an update on performance and positioning.
Why Biodiversity Should Matter for Investors
September 29, 2023 15:23 - 31 minutes - 72.6 MBClearBridge ESG analysts Ben Buckley and Anna Cala highlight recent biodiversity-focused international agreements and initiatives, explain the main drivers of biodiversity loss and the investment opportunities ClearBridge is seeing as we examine nature-related impacts and dependencies across sectors.
Can Earnings Sustain the Bull Market?
August 22, 2023 18:55 - 23 minutes - 52.7 MBClearBridge 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.
The Diabetes and Obesity Market Opportunity
July 14, 2023 20:36 - 19 minutes - 44.6 MBHealth care analysts Marshall Gordon and Brittany Henderson highlight new treatments for the chronic conditions of diabetes and obesity. They quantify the size of the Type 1 and Type 2 diabetes and obesity markets, discuss innovations in managing diabetes and explain how GLP-1 therapeutics developed to treat diabetes can be effective in addressing the much larger obese population.
Generative AI: Fact and Fiction
June 07, 2023 19:35 - 20 minutes - 46.8 MBTechnology analysts Hilary Frisch and Anuj Parikh provide perspective on the surge of interest in generative AI and the likely paths forward for its application.
Sticking with the Essentials: the Case for Consumer Staples
March 15, 2023 16:56 - 24 minutes - 55.5 MBClearBridge Analyst Rob Buesing explains the defensive characteristics of consumer staples companies and where he sees stock opportunities across the beauty and food and beverage industries as China reopens but a U.S. recession looms.
Decarbonizing Industry
February 17, 2023 20:30 - 22 minutes - 50.4 MBDimitry Dayen and Hannah Whang break down recent decarbonization commitments from the aviation industry, the nascent technologies such as sustainable aviation fuel (SAF) those commitments will need to rely on, the role of the Inflation Reduction Act in spurring innovation and how industrial software companies are enabling emissions optimizations as new products and infrastructure are built.
ClearBridge 2023 Economic Outlook: Handicapping the Most Anticipated Recession Ever
December 02, 2022 21:32 - 27 minutes - 62.4 MBThe Anatomy of a Recession team of Jeff Schulze and Josh Jamner discuss the resilience of a weakening U.S. economy, focusing on whether 2023 will yield a long awaited recession or escape with a soft landing, the potential timing of a Fed pivot and implications of these various scenarios on equities.
Could Earnings Resets Boost Technology Stocks?
November 12, 2022 16:02 - 27 minutes - 61.9 MBSector Analysts Hilary Frisch and Naveen Jayasundaram discuss the headwinds that have impacted mega cap and other long duration growth stocks in 2022 and how they are sifting through the rubble to identify compelling opportunities in derisked or overlooked companies in technology, internet and related areas.
Jeff Schulze on WealthTrack: Growing Risk of Recession
August 26, 2022 15:18 - 23 minutes - 23.1 MBInvestment Strategist Jeff Schulze joins Consuelo Mack to discuss rising recession risks as measured by a yellow signal for the ClearBridge Recession Risk Dashboard and analyzes how a resilient labor market and peaking inflation could still allow the Federal Reserve to engineer a soft landing for the U.S. economy.
Next Steps for the Energy Rally
August 10, 2022 17:05 - 27 minutes - 62.5 MBClearBridge Portfolio Manager Chris Eades and Commodities Analyst Adam Meyers discuss how an increased focus on cash flow generation and financial discipline by energy companies as well as new energy legislation will impact domestic oil and natural gas production.
The Impact of Recession Risks on Infrastructure Portfolios
July 07, 2022 18:48 - 13 minutes - 12.6 MBPortfolio 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.
Navigating a Reopening in Health Care
June 06, 2022 16:14 - 27 minutes - 63.7 MBClearBridge Senior Health Care Analyst Marshall Gordon and Portfolio Manager Jean Yu discuss investment risks and opportunities in the health care sector.
Can the Fed Tame Inflation and Engineer a Soft Landing?
May 16, 2022 16:01 - 29 minutes - 66.6 MBPortfolio Analyst Steve Rigo joins Investment Strategist Jeff Schulze to trace the spike in inflation, analyze how the Federal Reserve is seeking to tame it and what signals would indicate success. They also discuss where to invest in a period of sharply rising interest rates and higher recession risks and the medium term outlook for equities.
2022 ClearBridge Stewardship Report: Mobilizing Climate Capital
April 26, 2022 14:43 - 24 minutes - 56.9 MBRobin 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.
How the Industrials Complex is Coping with Conflict
March 15, 2022 20:40 - 21 minutes - 49.1 MBSenior 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.
Infrastructure Performance Amid Rising Bond Yields
March 07, 2022 15:09 - 10 minutes - 7.43 MBClearBridge Portfolio Manager Charles Hamieh weighs in on how infrastructure portfolios fare during periods of inflation and rising bond yields.
Jeff Schulze on WealthTrack: Ukrainian Invasion Impact
March 02, 2022 14:25 - 27 minutes - 3.13 GBClearBridge’s Investment Strategist Jeff Schulze explains why U.S. economic health, more than geopolitics, will drive markets in 2022.
Can the Earnings Train Stay on Track?
February 22, 2022 16:05 - 27 minutes - 63.7 MBDirector of Research Chuck Harris joins Investment Strategist Jeff Schulze to debate the direction of company profits as the economy grapples with inflation and a normalization of economic growth and monetary policy. They also discuss pandemic changes that leave companies in certain industries well positioned to maintain solid earnings growth and how such growth could support equities.
ClearBridge Market and Macro Outlook for 2022
December 03, 2021 20:31 - 36 minutes - 83.4 MBChief Investment Officer Scott Glasser joins the Anatomy of a Recession team of Jeff Schulze and Josh Jamner to discuss the impacts of surging inflation on the economy, the outlook for growth and value stocks in a changing monetary regime, what stock market breadth is signaling as well as key risks to the current bull market and economic recovery.
Screen Kings: Who’s Winning in Streaming and Digital Advertising
November 18, 2021 20:20 - 21 minutes - 48.7 MBClearBridge Portfolio Analyst Erica Furfaro and Portfolio Manager Mike Kagan assess the dominance of Netflix in the streaming industry and how other media companies are utilizing streaming for growth as well as provide an overview of the opportunities and privacy challenges facing the leadership names in digital advertising.
Inflation, Yields Likely Tailwinds for Infrastructure
October 25, 2021 20:28 - 18 minutes - 20.8 MBClearBridge's Nick Langley breaks down current inflation signs, including climate-related inflation, and how listed infrastructure is positioned.
The Road from COP26 to Net-Zero
October 12, 2021 15:11 - 28 minutes - 66 MBJeff Schulze is joined by Senior Energy Analyst Dimitry Dayen and Senior Consumer Staples Analyst Rob Buesing ahead of the 26th U.N. Conference of the Parties (COP26) on climate change to get a better understanding of how the fight against global warming is shaping markets and what role investors can play. They give an update on electric vehicle adoption, developing emission-saving technologies such as green hydrogen, the role of oil and gas companies in the energy transition, agriculture-rel...
Health Care Innovation Driving New Growth Markets
September 15, 2021 16:41 - 28 minutes - 64.7 MBClearBridge Senior Health Care Analysts Marshall Gordon and Nick Wu assess current opportunities in health care as the economy works through the Delta variant and elective procedures continue to come back. During the discussion, they pinpoint promising trends in the areas of diabetes and obesity management, new therapies for rare diseases and innovations in clinical testing.
Trends Transforming the Global Value Landscape
August 17, 2021 13:09 - 32 minutes - 73.9 MBPortfolio Managers Paul Ehrlichman and Grace Su discuss why the changing focus of global monetary policy is supportive of pro-cyclical positioning in the International Value and International Small Cap Strategies, the role of traditional value companies in contributing to global sustainability efforts as well as how the team is navigating a heightened regulatory environment in China.
ClearBridge Midyear Outlook: What Normalization Could Mean
July 02, 2021 18:43 - 30 minutes - 70.9 MBClearBridge 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.
Why Software Will Continue to Eat the World
June 01, 2021 15:23 - 29 minutes - 68.5 MBA 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.
2021 ClearBridge Impact Report: Getting to Know the SDGs
April 16, 2021 19:34 - 22 minutes - 31 MBResearch 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 treated in the 2021 ClearBridge Impact Report.
ClearBridge Global Infrastructure Value Strategy: 1Q21 Update
April 12, 2021 16:25 - 11 minutes - 19 MBPortfolio 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.
ClearBridge Global Infrastructure Income Strategy: 1Q21 Update
April 12, 2021 16:17 - 10 minutes - 16.8 MBListen 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.
What Inflation Means for Infrastructure
March 15, 2021 20:02 - 6 minutes - 10.2 MBPM Shane Hurst joins Matt Bushby to discuss the effect of rising bond yields and potential inflation on long-term infrastructure returns.
Fire and Ice: Utilities Target Climate Change
March 03, 2021 17:10 - 28 minutes - 64.4 MBTatiana Eades, Shane Hurst and Jeff Schulze discuss how utilities are positioned to meet climate challenges and support the grid of the future.
Ingredients for a Sustained Value Run
February 02, 2021 17:22 - 28 minutes - 66.1 MBClearBridge 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.
The Value of Dividends in Volatile Markets
November 04, 2020 21:50 - 19 minutes - 45.7 MBIn 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.
Where Could Election Day Take Stocks & the Economy?
October 13, 2020 21:05 - 29 minutes - 40.6 MBClearBridge 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.
Infrastructure Outlook: U.S. Election Edition
October 06, 2020 19:38 - 7 minutes - 10.6 MBClearBridge 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.
Gauging Secular Growth Trends in Global Markets
September 21, 2020 17:46 - 23 minutes - 53.5 MBPortfolio 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.
The ClearBridge MidYear Outlook: Managing through Uncertainty
July 28, 2020 16:33 - 34 minutes - 47.7 MBCo-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 and the likely impact of the presidential election.
Michael Kagan Talks Market Concentration on Money Life with Chuck Jaffe
July 10, 2020 14:09 - 17 minutes - 13.8 MBMichael Kagan Talks Market Concentration on Money Life with Chuck Jaffe by ClearBridge Investments
Seeking Value from a Position of Strength
June 11, 2020 17:54 - 29 minutes - 67.8 MBPortfolio 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.
Infrastructure Update: A Rebound for User Pays?
June 01, 2020 18:20 - 9 minutes - 10.4 MBSenior 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.
Why Are Markets & the Economy Sending Conflicting Signals?
May 20, 2020 14:07 - 35 minutes - 48.1 MBIn 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 Update: Dissecting the April Rebound
May 05, 2020 17:29 - 11 minutes - 13.2 MBRARE 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
April 29, 2020 18:51 - 35 minutes - 81.3 MBClimate Change and the 2020 ClearBridge Impact Report by ClearBridge Investments