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June 1, 2026
Navigating Disruption via Infrastructure and Value

Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI, the energy transition and geopolitical tensions.

May 31, 2026
Emerging Markets Monthly Update

Emerging Markets May 2026: The Strategy outperformed in a narrow market environment due to stock selection among technology stocks, primarily in South Korea.

May 31, 2026
Large Cap Growth Monthly Update

Large Cap Growth May 2026: Software was a bright spot in May, with several holdings rerating on improving sentiment and solid earnings results.

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.

ClearBridge Video