PODCAST · business
Authentically Active: The ClearBridge Podcast
by ClearBridge Investments, LLC
ClearBridge Investments is a well-established global investment manager with a legacy dating back over 50 years. Our mission is to deliver consistently superior risk-adjusted investment performance. We pursue this goal through a combination of active, research-driven, fundamental investing and the insights of our veteran portfolio managers, some of whom have been managing the same portfolios for decades. While our managers work within a disciplined investment framework, they are encouraged to follow their own distinct management styles.In a world that is too often focused on short-term results, his combination of primary research and the insight of our portfolio managers helps ClearBridge Investments remain committed to delivering the long-term results that our clients have grown to expect.
Episodes
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Tailwinds Forming for Health Care
Analysts Marshall Gordon, Brittany Henderson and Nick Wu share their top picks in the biopharmaceutical, contract research organization and life science tools markets as biopharma funding shows improvement.
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Emerging Markets, AI and the Future of Sustainable Investing
What do emerging markets and AI reveal about the future of sustainable investing? In this episode, Robin Freeman speaks with Tom Mao and Aimee Truesdale about how investors are navigating uneven ESG disclosure, data center power and water demands, AI’s impact on labor, and the growing role of...
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Midyear Outlook: What Wall of Worry?
Jeff Schulze and Josh Jamner take a deep dive on the U.S. economy and stock market as well as the upcoming spate of mega cap IPOs, offering a bullish view for the second half of 2026, with a strengthening labor market, improving industrial activity and robust earnings offsetting an energy shock…
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Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack
Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack by ClearBridge Investments
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Navigating a War Torn Global Energy Market
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.
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Embracing the Semiconductor Super Cycle
Technology analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven stock opportunities.
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ClearBridge Outlook 2026: Is Bull Market Just Hitting its Stride
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.
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How Collaborative Research Drives Active Alpha
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.
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Stablecoins: Genius or Reinventing the Wheel?
Stablecoins: Genius or Reinventing the Wheel? by ClearBridge Investments
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Midyear Outlook: Getting in Sequence
Midyear Outlook: Getting in Sequence by ClearBridge Investments
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Actively Managing through Policy Uncertainty
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.
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Sustainability Driving Business Forward
Sustainability Driving Business Forward by ClearBridge Investments
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Distilling Progress in Generative AI
ClearBridge's Hilary Frisch and Naveen Jayasundaram discuss how DeepSeek may have actually jumpstarted wider AI adoption.
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Can Trump Make Financials Great Again?
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.
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Health Care Innovation Under Trump 2.0
ClearBridge health care equity analysts assess the prospects for clinical breakthroughs in biopharmaceuticals and medical devices under a new Trump administration.
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Economic Outlook 2025: Will U.S. Exceptionalism Continue?
The Anatomy of a Recession team analyzes how Fed policy and a Trump presidency could impact the country’s economic and market leadership.
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Targeting Opportunities from the Software Selloff
ClearBridge Analysts Hilary Frisch and Tom Mao join Jeff Schulze to discuss the drivers of a recent slowdown for software stocks and the important role software will play in the next phase of AI adoption.
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Midyear Equity and Economic Outlook: What the Internals Are Telling Us
CIO Scott Glasser and Head of Strategy Jeff Schulze see the economy slowing but avoiding recession in the second half of 2024 into 2025. Meanwhile, the stock market remains healthy yet bears watching due to deterioration beyond the mega caps. They also explain how these conditions create…
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Transport Stocks on the Road to Recovery
Industrials Analyst Hannah Whang and Portfolio Manager Steve Rigo discuss the current freight recession and the macro catalysts that could support a recovery in the transports industry. They also offer their views on investment opportunities among LTL trucking companies, freight rail operators…
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Where Innovation and Sustainability Meet
Portfolio Analyst Ben Buckley and Software Services Analyst Hilary Frisch discuss how cutting edge innovation is helping sustainability goals and what the sustainability opportunities and risks are of cutting edge innovation like AI.
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Infrastructure and Utilities Are Powering AI & Data Growth
Portfolio Manager Shane Hurst discusses how AI and data growth are among strong thematic drivers for infrastructure and utilities stocks, which continue to effectively pass through stubborn inflation and look attractively valued.
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Are Mega Caps Still Magnificent?
The Magnificent Seven, a collection of the largest companies in the market, have begun to show divergent stock performance. Internet and Technology Analysts Naveen Jayasundaram and Anuj Parikh join Jeff Schulze to assess recent results, the beneficial impact of generative AI as well as regulatory...
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Let's Make a Deal: Energy Edition
Energy analyst Adam Meyers joins Jeff Schulze to discuss the latest in the energy sector, including his takeaways from recent large mergers in oil and gas, the prospects of upstream producers versus oilfield services, and what oil and gas companies are doing to lower their emissions and play a…
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Jeff Schulze on WealthTrack: Stay Invested Through Downturn
ClearBridge’s Head of Economic and Market Strategy joins Consuelo Mack on WealthTrack to explain why he expects a shallow recession in 2024, the importance of the consumer and the labor markets in determining the economy's path and how a new interest rate environment could cause the market's...
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Economic Outlook 2024: The Year of Lagged Effects
The ClearBridge Anatomy of a Recession team of Jeff Schulze and Josh Jamner make their annual forecasts for the economy and equity markets, discussing why the lagged impacts of the Fed's aggressive monetary tightening cycle should be fully felt in the year ahead and sharing their prognostications...
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Dividend Dynamics in a High-Yield World
Portfolio Manager John Baldi and Senior Analyst Tatiana Eades join Jeff Schulze to discuss their preferences among dividend payers and income-oriented sectors such as utilities. They explain how a potential peak in interest rates could offer a tailwind for these companies, especially with…
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ClearBridge Multi Cap Growth Strategy 3Q23 Update
Portfolio Manager Evan Bauman provides an update on performance and positioning.
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Why Biodiversity Should Matter for Investors
ClearBridge ESG analysts Ben Buckley and Anna Cala highlight recent biodiversity-focused international agreements and initiatives, explain the main drivers of biodiversity loss and the investment opportunities ClearBridge is seeing as we examine nature-related impacts and dependencies across...
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Can Earnings Sustain the Bull Market?
ClearBridge Portfolio Managers Matt Lilling and Mike Kagan join Head of Economic and Market Strategy Jeff Schulze to debate the recent disconnect between strong equity performance amid a weakening economic backdrop, what factors could support resilient corporate earnings and where they see…
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The Diabetes and Obesity Market Opportunity
Health care analysts Marshall Gordon and Brittany Henderson highlight new treatments for the chronic conditions of diabetes and obesity. They quantify the size of the Type 1 and Type 2 diabetes and obesity markets, discuss innovations in managing diabetes and explain how GLP-1 therapeutics...
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Generative AI: Fact and Fiction
Technology analysts Hilary Frisch and Anuj Parikh provide perspective on the surge of interest in generative AI and the likely paths forward for its application.
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Sticking with the Essentials: the Case for Consumer Staples
ClearBridge Analyst Rob Buesing explains the defensive characteristics of consumer staples companies and where he sees stock opportunities across the beauty and food and beverage industries as China reopens but a U.S. recession looms.
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Decarbonizing Industry
Dimitry Dayen and Hannah Whang break down recent decarbonization commitments from the aviation industry, the nascent technologies such as sustainable aviation fuel (SAF) those commitments will need to rely on, the role of the Inflation Reduction Act in spurring innovation and how industrial...
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ClearBridge 2023 Economic Outlook: Handicapping the Most Anticipated Recession Ever
The Anatomy of a Recession team of Jeff Schulze and Josh Jamner discuss the resilience of a weakening U.S. economy, focusing on whether 2023 will yield a long awaited recession or escape with a soft landing, the potential timing of a Fed pivot and implications of these various scenarios on equities.
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Could Earnings Resets Boost Technology Stocks?
Sector Analysts Hilary Frisch and Naveen Jayasundaram discuss the headwinds that have impacted mega cap and other long duration growth stocks in 2022 and how they are sifting through the rubble to identify compelling opportunities in derisked or overlooked companies in technology, internet and...
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Jeff Schulze on WealthTrack: Growing Risk of Recession
Investment Strategist Jeff Schulze joins Consuelo Mack to discuss rising recession risks as measured by a yellow signal for the ClearBridge Recession Risk Dashboard and analyzes how a resilient labor market and peaking inflation could still allow the Federal Reserve to engineer a soft landing for...
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Next Steps for the Energy Rally
ClearBridge Portfolio Manager Chris Eades and Commodities Analyst Adam Meyers discuss how an increased focus on cash flow generation and financial discipline by energy companies as well as new energy legislation will impact domestic oil and natural gas production.
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The Impact of Recession Risks on Infrastructure Portfolios
Portfolio Manager Charles Hamieh breaks down how infrastructure acts as a pass-through for inflation and rising rates, what separates it from commodities and real estate in its ability to provide inflation protection, and where he sees opportunities in infrastructure asset class.
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Navigating a Reopening in Health Care
ClearBridge Senior Health Care Analyst Marshall Gordon and Portfolio Manager Jean Yu discuss investment risks and opportunities in the health care sector.
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Can the Fed Tame Inflation and Engineer a Soft Landing?
Portfolio Analyst Steve Rigo joins Investment Strategist Jeff Schulze to trace the spike in inflation, analyze how the Federal Reserve is seeking to tame it and what signals would indicate success. They also discuss where to invest in a period of sharply rising interest rates and higher recession...
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2022 ClearBridge Stewardship Report: Mobilizing Climate Capital
Robin Freeman hosts Ben Buckley and David Hochstim to discuss the role of financial companies in helping the world reach net-zero emissions. They offer highlights from the 2022 ClearBridge Stewardship Report, which gives a comprehensive view of the latest in ESG investing at ClearBridge, explain...
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How the Industrials Complex is Coping with Conflict
Senior Industrials Analyst Hannah Whang and Portfolio Manager Pawel Wroblewski discuss the near-term and secular impacts on industrial companies due to the Russia-Ukraine conflict, highlighting the likelihood of increased defense spending in Europe and the region’s stepped-up focus on energy...
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Infrastructure Performance Amid Rising Bond Yields
ClearBridge Portfolio Manager Charles Hamieh weighs in on how infrastructure portfolios fare during periods of inflation and rising bond yields.
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Jeff Schulze on WealthTrack: Ukrainian Invasion Impact
ClearBridge’s Investment Strategist Jeff Schulze explains why U.S. economic health, more than geopolitics, will drive markets in 2022.
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Can the Earnings Train Stay on Track?
Director of Research Chuck Harris joins Investment Strategist Jeff Schulze to debate the direction of company profits as the economy grapples with inflation and a normalization of economic growth and monetary policy. They also discuss pandemic changes that leave companies in certain industries…
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ClearBridge Market and Macro Outlook for 2022
Chief Investment Officer Scott Glasser joins the Anatomy of a Recession team of Jeff Schulze and Josh Jamner to discuss the impacts of surging inflation on the economy, the outlook for growth and value stocks in a changing monetary regime, what stock market breadth is signaling as well as key…
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Screen Kings: Who’s Winning in Streaming and Digital Advertising
ClearBridge Portfolio Analyst Erica Furfaro and Portfolio Manager Mike Kagan assess the dominance of Netflix in the streaming industry and how other media companies are utilizing streaming for growth as well as provide an overview of the opportunities and privacy challenges facing the leadership...
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Inflation, Yields Likely Tailwinds for Infrastructure
ClearBridge's Nick Langley breaks down current inflation signs, including climate-related inflation, and how listed infrastructure is positioned.
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The Road from COP26 to Net-Zero
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...
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Health Care Innovation Driving New Growth Markets
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...
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ABOUT THIS SHOW
ClearBridge Investments is a well-established global investment manager with a legacy dating back over 50 years. Our mission is to deliver consistently superior risk-adjusted investment performance. We pursue this goal through a combination of active, research-driven, fundamental investing and the insights of our veteran portfolio managers, some of whom have been managing the same portfolios for decades. While our managers work within a disciplined investment framework, they are encouraged to follow their own distinct management styles.In a world that is too often focused on short-term results, his combination of primary research and the insight of our portfolio managers helps ClearBridge Investments remain committed to delivering the long-term results that our clients have grown to expect.
HOSTED BY
ClearBridge Investments, LLC
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Frequently Asked Questions
How many episodes does Authentically Active: The ClearBridge Podcast have?
Authentically Active: The ClearBridge Podcast currently has 110 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Authentically Active: The ClearBridge Podcast about?
ClearBridge Investments is a well-established global investment manager with a legacy dating back over 50 years. Our mission is to deliver consistently superior risk-adjusted investment performance. We pursue this goal through a combination of active, research-driven, fundamental investing and the...
How often does Authentically Active: The ClearBridge Podcast release new episodes?
Authentically Active: The ClearBridge Podcast publishes regularly with 110 episodes available. Check the episode list for the typical release schedule.
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Who hosts Authentically Active: The ClearBridge Podcast?
Authentically Active: The ClearBridge Podcast is created and hosted by ClearBridge Investments, LLC.
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