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    Blogs

March 4, 2026
AOR Update: Buy the Geopolitical Dip?

History shows that investors should take advantage of the opportunity that appears to be emerging, with solid returns in the S&P 500 following historical “geopolitical dips.”

March 2, 2026
AI’s Expansion Runs on Smaller Companies

AI’s expansion is not solely a mega cap story — it is a multiyear infrastructure cycle supported by smaller companies building, powering and equipping the data center ecosystem.

March 2, 2026
Software Scare Is a Wake-Up Call: Time to Diversify

As AI challenges digital business models, companies with physical assets, predictable cash flows, dividends and durable moats stand out as better positioned in a volatile, high‑valuation market.

February 2, 2026
AOR Update: New Year, Same Rotation

Market leadership continued to broaden in January; the ClearBridge U.S. Recession Dashboard continues to show a solid overall expansionary green signal, with one positive indicator change so far in 2026.

January 5, 2026
ESG Outlook 2026: Resilience and Evolution

Renewables form a relatively high percentage of power both being built today and planned for the immediate future; biodiversity, AI, defense and nuclear are also key issues for 2026.

December 5, 2025
UK Autumn Budget Is Infrastructure Friendly

The November UK Budget offers continued support in terms of pipeline visibility and policy direction, in particular for infrastructure helping the energy transition.

Related Perspectives

Emerging Markets Monthly Update
Emerging Markets February 2026: We don’t see emerging markets as specifically exposed to the Iran conflict and it may support the current positive asset allocation moves towards EM amid U.S. dollar uncertainty.
Large Cap Growth Monthly Update
Large Cap Growth February 2026: We continue to hold software companies we believe have fortified moats and the ability to leverage AI to accelerate their businesses and withstand competitive pressures.
Embracing the Semiconductor Super Cycle
Podcast: Analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven opportunities.
Large Cap Growth Strategy 1Q26 Update
PM Margaret Vitrano discusses recent performance in a momentum market and provides analysis on the state of AI development.
Value Strategy 4Q25 Update
Portfolio Manager Sam Peters discusses the drivers of portfolio performance in the fourth quarter, recent buys and sells and why positioning for many possible futures is important in a market priced for a narrow set of outcomes.
Emerging Markets Monthly Update
Emerging Markets January 2026: Positive momentum in emerging markets extended into the new year, with Asian companies supporting the AI buildout leading the charge.
Dividend Strategy 4Q25 Update
Portfolio Manager Mike Clarfeld breaks down portfolio performance in the fourth quarter, discusses his approach to diversification in a concentrated market and gives his outlook for dividend stocks in 2026.
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