Authentically Active: The ClearBridge Podcast
92 episodes - English - Latest episode: about 2 months 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
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
RARE Infrastructure Update: The Market Starts to Differentiate
April 21, 2020 17:23 - 12 minutes - 14 MBAs 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
March 30, 2020 17:18 - 11 minutes - 13.3 MBRARE Infrastructure Update: Market Rallies on Stimulus by ClearBridge Investments
RARE Infrastructure Update: The Stimulus Response
March 23, 2020 16:25 - 11 minutes - 13.3 MBAs 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.
Readying for a 5G World
February 18, 2020 19:17 - 21 minutes - 48.9 MBThe 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.
Can Consumers Keep Spending?
January 13, 2020 16:37 - 24 minutes - 56.8 MBConsumer 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 year ahead.
The ClearBridge Economic & Market Outlook for 2020
December 16, 2019 15:03 - 29 minutes - 66.7 MBThe ClearBridge Economic & Market Outlook for 2020 by ClearBridge Investments
Growth Opportunities in Digital Transformation
November 18, 2019 16:19 - 22 minutes - 31.1 MBGrowth Opportunities in Digital Transformation by ClearBridge Investments
Recession Risks: Will the Fed Save the Day?
October 11, 2019 18:02 - 30 minutes - 27.9 MBRecession Risks: Will the Fed Save the Day? by ClearBridge Investments
Why Dividend Growth Matters as Yields Fall
September 12, 2019 15:29 - 31 minutes - 29.2 MBWhy Dividend Growth Matters as Yields Fall by ClearBridge Investments
Peter Vanderlee on Money Life with Chuck Jaffe
August 21, 2019 18:16 - 12 minutes - 10.3 MBPeter Vanderlee on Money Life with Chuck Jaffe by ClearBridge Investments
ESG Approaches in Small Cap
August 08, 2019 16:58 - 23 minutes - 21.3 MBESG Approaches in Small Cap by ClearBridge Investments
ClearBridge MidYear 2019 Outlook: Confidence or Caution?
July 04, 2019 17:51 - 39 minutes - 35.8 MBPortfolio 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.
Media Trends: Is Content Still King?
June 18, 2019 23:12 - 32 minutes - 29.6 MBPortfolio 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.
Finding Growth Across Global Markets
April 04, 2019 13:47 - 36 minutes - 66.7 MBPortfolio 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.
Introducing the ClearBridge 2018 Impact Report
March 27, 2019 19:25 - 26 minutes - 23.8 MBAnalysts 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.
Understanding Today's Oil Markets
February 15, 2019 16:09 - 31 minutes - 28.9 MBSenior 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.
Contrarian Growth Investing in an Evolving Market
January 16, 2019 14:46 - 37 minutes - 34.1 MBPortfolio 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.
ClearBridge Market and Political Outlook 2019
December 18, 2018 18:34 - 38 minutes - 34.9 MBWill 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 ...
The Advantage of Active Management in Volatile Markets
November 30, 2018 21:22 - 26 minutes - 24.2 MBPortfolio 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.
Why the Health Care Rebound Has Staying Power
November 01, 2018 18:55 - 28 minutes - 26.2 MBClearBridge 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.
The Value of Dividend Growth When Interest Rates Rise
September 12, 2018 13:32 - 30 minutes - 27.8 MBPortfolio 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.
Making an Impact Through Active Equity Ownership
August 20, 2018 13:33 - 29 minutes - 27.3 MBCEO 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.
Value Investing at the Crossroads
July 19, 2018 15:38 - 29 minutes - 27.4 MBAll 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.
How Technology is Driving Global Disruption
June 13, 2018 13:29 - 28 minutes - 26.2 MBInternational 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 more at: https://www.clearbridge.com/perspectives/podcasts/2018/technology-global-disruption.html
Assessing Opportunity in the Cloud
May 29, 2018 12:53 - 28 minutes - 26 MBSenior 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.
Delivering Differentiated Growth
April 24, 2018 16:13 - 25 minutes - 23.1 MBPortfolio 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.
Seeking Innovation and Quality in Small and Mid Cap Companies
March 13, 2018 16:03 - 28 minutes - 26 MBPortfolio 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.
Anticipating Leadership Change in Today’s Market
January 30, 2018 18:30 - 30 minutes - 27.5 MBPortfolio 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
ClearBridge Market Outlook for 2018
December 14, 2017 16:50 - 35 minutes - 32.8 MBCo-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.
Investing to Deliver Value and Impact through ESG
November 07, 2017 20:10 - 35 minutes - 32.5 MBPortfolio 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 consideration of ESG factors contributes to portfolio performance.
Opportunities in a Shrinking Small Cap Market
September 14, 2017 19:56 - 33 minutes - 30.7 MBPortfolio 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.
Actively Targeting Value in International Markets
August 21, 2017 14:18 - 31 minutes - 29.2 MBPortfolio 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.
The Year of International Equities?
June 06, 2017 18:09 - 33 minutes - 30.5 MBIn 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.
Taking an Active Approach to Managing Volatility
April 29, 2017 00:00 - 23 minutes - 21 MBPortfolio 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 preserving capital and limiting downside risks.
Generating Consistent Growth in Today's Market
March 16, 2017 13:53 - 34 minutes - 31.8 MBPortfolio 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.
Taking the Pulse of the Value Rally
January 31, 2017 18:39 - 38 minutes - 35.5 MBInvestment 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.
Outlook 2017: Insights from Investment Strategist Jeffrey Schulze, CFA
December 19, 2016 19:53 - 30 minutes - 27.6 MBClearBridge'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.
Positioning Portfolios as Markets Make New Highs
August 04, 2016 12:37 - 26 minutes - 5.98 MBPortfolio 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.
Finding Growth in a Low Growth World
April 08, 2016 18:59 - 27 minutes - 6.3 MBPortfolio 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.
Separating Value from Value Traps
March 28, 2016 21:03 - 31 minutes - 7.17 MBPortfolio Managers Paul Ehrlichman and Sam Peters, CFA discuss how they are actively looking to exploit opportunities created by recent equity market volatility.