Midyear Outlook: What Normalization Could Mean
Chief Investment Officer Scott Glasser joins Investment Strategist Jeff Schulze to assess the current state of equity markets and the economy.
Second Quarter 2021 Macroeconomic and Credit Outlook Update
Portfolio Manager Steve Brown and Chief Economist and Head of Macroeconomic and Investment Research Brian Smedley provide an update to Guggenheim’s second quarter outlook and provide insight into what to expect in Q3 and beyond.
Why Software Will Continue to Eat the World
Technology Software Analyst Hilary Frisch and Portfolio Manager Matt Lilling discuss how software makers are empowering digital transformation, improving efficiency and enhancing capabilities through the cloud. ClearBridge Mid Cap Growth Strategy Commentary ClearBridge Select Strategy Commentary
Guggenheim Investments Second Quarter 2021 Macroeconomic and Credit Outlook
Steven Brown, Senior Managing Director and Portfolio Manager, and Karthik Narayanan, Managing Director and Head of Structured Credit, review the investment outlook across the fixed-income markets.
2021 Impact Report: Getting to Know the SDGs
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.
SPAC Road - The Forest Road Company
Forest Road CEO Zachary Tarica and Head of SPACs & Opportunistic Investments Jeremy Tarica discuss their investment, sector focus, and due diligence process. They share how they are identifying opportunities and describe the value added by their strategic advisors, including Shaq, Disney executives and Martin Luther King III.
Evaluating Staying Power of Value Market
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.
A Drunk Man in the Snow: The Random Walk of Interest Rates
Read CIO Outlook Scott Minerd, Chairman of Investments and Global CIO, joins CNBC for an exclusive two-part interview to discuss his view on rates and a new CIO Outlook.
ClearBridge Economic Outlook for 2021
Economic outlook podcast with Investment Strategist Jeff Schulze and Investment Strategy Analyst Josh Jamner.
#1 Financial Advisory Firm Shares Biggest Piece of Investment advice
David Rea tells investors not to forget this very critical investing principle. He's President of Salem Investment Counselors, which has been ranked the #1 Advisory Firm by CNBC two years in a row.
Anatomy of a Recession: Post-Election Outlook
Investment Strategist Jeff Schulze, CFA analyzes what we know so far about the 2020 U.S. election and potential impacts on the incipient economic recovery and equity markets.
Future-Proofing Business: A New View of Risk, Reward, and Impact
How to future-proof your portfolio against climate change and other future risks? Jim Pass, Head of Project Finance, joins a panel discussion in Davos 2020 on important sustainability issues for long-term investors.