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19:29
The Diabetes and Obesity Market Opportunity
Analysts Marshall Gordon and Brittany Henderson discuss the leading pharmaceuticals and medical devices addressing these chronic conditions.
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42:37
Macro Markets Podcast Episode 24: Yields & Spreads: Are We Getting Paid for Taking Risk in Today’s Market?
Investment Strategist Maria Giraldo takes us through the different fixed-income market sectors to evaluate risk and return prospects. Economist Jerry Cai provides an update on the latest macro data. Also, we answer listener mail.
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34:44
Macro Markets Episode 23: A CIO’s View of the Bond Market
Steve Brown, Chief Investment Officer for Total Return and Macro Strategies for Guggenheim Investments, gives a CIO’s unique perspective on managing portfolios and market dynamics in a complex macro environment. He discusses credit performance, relative value in corporate and structured credit, duration strategy, risk management, and more. Paul Dozier, a Director in the Macroeconomic and Investment Research Group, provides an update on the latest macro data. Also, we answer listener mail.
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44:56
Macro Markets Podcast Episode 22: Investors' Guide to the Fed’s Hard Landing
Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, discusses the Fed’s third straight 75 basis point hike and its meaning for the economy and investors.
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19:58
Macro Markets Podcast Episode 17: Fixed Income in Retirement Plans
Portfolio Manager Adam Bloch discusses market conditions and fixed income in retirement accounts.
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30:59
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.
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29:57
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
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22:36
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.
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28:53
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.
