Jeff 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-related emissions, regenerative agriculture and plant-based foods from an investor perspective.

ClearBridge Investments

The Road from COP26 to Net-Zero

ClearBridge 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.

Health Care Innovation Driving New Growth Markets

Portfolio 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.

Trends Transforming the Global Value Landscape

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

A 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.

Why Software Will Continue to Eat the World

Research 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.

2021 ClearBridge Impact Report: Getting to Know the SDGs

Portfolio 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 Value Strategy: 1Q21 Update

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

PM Shane Hurst joins Matt Bushby to discuss the effect of rising bond yields and potential inflation on long-term infrastructure returns.

What Inflation Means for Infrastructure

Tatiana Eades, Shane Hurst and Jeff Schulze discuss how utilities are positioned to meet climate challenges and support the grid of the future.

Fire and Ice: Utilities Target Climate Change

ClearBridge 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.

Ingredients for a Sustained Value Run

In 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.

The Value of Dividends in Volatile Markets

ClearBridge 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.

Where Could Election Day Take Stocks & the Economy?

ClearBridge 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.

Infrastructure Outlook: U.S. Election Edition

Portfolio 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.

Gauging Secular Growth Trends in Global Markets

ClearBridge Investments is a well-established global investment manager with a legacy of over 50 years and $146.4 billion in AUM as of September 30, 2019.

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