Authentically Active: The ClearBridge Podcast

Portfolio 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.

CEO 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.

All 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.

International 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

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.

Portfolio 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.

Portfolio 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.

Portfolio 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

Co-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.

Portfolio 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.