All Episodes

Navigating a War Torn Global Energy Market

Embracing the Semiconductor Super Cycle

ClearBridge Outlook 2026: Is Bull Market Just Hitting its Stride

How Collaborative Research Drives Active Alpha

Stablecoins: Genius or Reinventing the Wheel?

Midyear Outlook: Getting in Sequence

Actively Managing through Policy Uncertainty

Sustainability Driving Business Forward

Distilling Progress in Generative AI

Can Trump Make Financials Great Again?

Health Care Innovation Under Trump 2.0

Economic Outlook 2025: Will U.S. Exceptionalism Continue?

Targeting Opportunities from the Software Selloff

Midyear Equity and Economic Outlook: What the Internals Are Telling Us

Transport Stocks on the Road to Recovery

Where Innovation and Sustainability Meet

Infrastructure and Utilities Are Powering AI & Data Growth

Are Mega Caps Still Magnificent?

Let's Make a Deal: Energy Edition

Jeff Schulze on WealthTrack: Stay Invested Through Downturn

Economic Outlook 2024: The Year of Lagged Effects

Dividend Dynamics in a High-Yield World

ClearBridge Multi Cap Growth Strategy 3Q23 Update

Why Biodiversity Should Matter for Investors

Can Earnings Sustain the Bull Market?

The Diabetes and Obesity Market Opportunity

Generative AI: Fact and Fiction

Sticking with the Essentials: the Case for Consumer Staples

Decarbonizing Industry

ClearBridge 2023 Economic Outlook: Handicapping the Most Anticipated Recession Ever

Could Earnings Resets Boost Technology Stocks?

Jeff Schulze on WealthTrack: Growing Risk of Recession

Next Steps for the Energy Rally

The Impact of Recession Risks on Infrastructure Portfolios

Navigating a Reopening in Health Care

Can the Fed Tame Inflation and Engineer a Soft Landing?

2022 ClearBridge Stewardship Report: Mobilizing Climate Capital

How the Industrials Complex is Coping with Conflict

Infrastructure Performance Amid Rising Bond Yields

Jeff Schulze on WealthTrack: Ukrainian Invasion Impact

Can the Earnings Train Stay on Track?

ClearBridge Market and Macro Outlook for 2022

Screen Kings: Who’s Winning in Streaming and Digital Advertising

Inflation, Yields Likely Tailwinds for Infrastructure

The Road from COP26 to Net-Zero

Health Care Innovation Driving New Growth Markets

Trends Transforming the Global Value Landscape

ClearBridge Midyear Outlook: What Normalization Could Mean

Why Software Will Continue to Eat the World

2021 ClearBridge Impact Report: Getting to Know the SDGs

ClearBridge Global Infrastructure Value Strategy: 1Q21 Update

ClearBridge Global Infrastructure Income Strategy: 1Q21 Update

What Inflation Means for Infrastructure

Fire and Ice: Utilities Target Climate Change

Ingredients for a Sustained Value Run

The Value of Dividends in Volatile Markets

Where Could Election Day Take Stocks & the Economy?

Infrastructure Outlook: U.S. Election Edition

Gauging Secular Growth Trends in Global Markets

The ClearBridge MidYear Outlook: Managing through Uncertainty

Michael Kagan Talks Market Concentration on Money Life with Chuck Jaffe

Seeking Value from a Position of Strength

Infrastructure Update: A Rebound for User Pays?

Why Are Markets & the Economy Sending Conflicting Signals?

RARE Infrastructure Update: Dissecting the April Rebound

Climate Change and the 2020 ClearBridge Impact Report

RARE Infrastructure Update: The Market Starts to Differentiate

RARE Infrastructure Update: Market Rallies on Stimulus

RARE Infrastructure Update: The Stimulus Response

Readying for a 5G World

Can Consumers Keep Spending?

The ClearBridge Economic & Market Outlook for 2020

Growth Opportunities in Digital Transformation

Recession Risks: Will the Fed Save the Day?

Why Dividend Growth Matters as Yields Fall

Peter Vanderlee on Money Life with Chuck Jaffe

ESG Approaches in Small Cap

ClearBridge MidYear 2019 Outlook: Confidence or Caution?

Media Trends: Is Content Still King?

Finding Growth Across Global Markets

Introducing the ClearBridge 2018 Impact Report

Understanding Today's Oil Markets

Contrarian Growth Investing in an Evolving Market

ClearBridge Market and Political Outlook 2019

The Advantage of Active Management in Volatile Markets

Why the Health Care Rebound Has Staying Power

The Value of Dividend Growth When Interest Rates Rise

Making an Impact Through Active Equity Ownership

Value Investing at the Crossroads

How Technology is Driving Global Disruption

Assessing Opportunity in the Cloud

Delivering Differentiated Growth

Seeking Innovation and Quality in Small and Mid Cap Companies

Anticipating Leadership Change in Today’s Market

ClearBridge Market Outlook for 2018

Investing to Deliver Value and Impact through ESG

Opportunities in a Shrinking Small Cap Market

Actively Targeting Value in International Markets

The Year of International Equities?

Taking an Active Approach to Managing Volatility

Generating Consistent Growth in Today's Market

Taking the Pulse of the Value Rally

Outlook 2017: Insights from Investment Strategist Jeffrey Schulze, CFA

Positioning Portfolios as Markets Make New Highs

Finding Growth in a Low Growth World

Separating Value from Value Traps