Energy analyst Adam Meyers compares the current Iran conflict with past Persian Gulf oil shocks, highlighting the likely role of U.S. oil and LNG producers going forward.

Technology analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven stock opportunities.

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.

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.

Stablecoins: Genius or Reinventing the Wheel? by ClearBridge Investments

Midyear Outlook: Getting in Sequence by ClearBridge Investments

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.

Sustainability Driving Business Forward by ClearBridge Investments

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

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.