×
×
×
×
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
April 30, 2026
Large Cap Growth Monthly Update

Large Cap Growth April 2026: A risk-on April provided a measure of confidence in the Strategy’s ability to participate effectively in strong up markets.

April 7, 2026
Dividend Strategy 1Q26 Update

Portfolio Manager Mike Clarfeld breaks down portfolio performance in the first quarter, highlighting how diversification drove relative outperformance, outlining key positioning moves and sharing his outlook for dividend stocks in a volatile market.

April 1, 2026
The Rotation to Resilience

Market leadership is broadening beyond mega-cap AI winners toward “durability” characteristics such as predictable earnings, strong free cash flow and tangible asset backing — making hard-asset, low-obsolescence (HALO) stocks particularly attractive.

March 31, 2026
Diversification Rewarded Amid AI and Geopolitical Shocks

Dividend Strategy 1Q26: The Strategy held up in a volatile quarter, benefiting from a sizable underweight to IT during a sharp software selloff and an overweight to energy as geopolitical tensions drove oil prices higher.

March 31, 2026
Resetting as Growth Becomes More Attractive

International Growth ADR 1Q26: We remain optimistic about the outlook for growth stocks and believe the Strategy is well placed for improved outcomes going forward.

March 31, 2026
Geopolitical Uncertainty Slows EM Momentum

Emerging Markets 1Q26: We believe short-term retrenchment in emerging markets can lead to a more sustainable return environment and better opportunities for active stock picking.

March 31, 2026
Current Conditions Argue for Caution

Appreciation ESG 1Q26: In our view, the “buy the dip” mindset that was so successful over the past decade looks less reliable in an environment where inflation risk, policy uncertainty and labor market softening are all rising simultaneously.

March 31, 2026
Capturing Alpha in a Broadening Market

Small Cap 1Q26: Strong stock selection in health care and energy drove outperformance, as improving breadth created a more supportive backdrop for active management.

ClearBridge Video