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Podcast: Improved biopharma funding is proving beneficial to CROs and life science tools companies while patent expirations are separating pharmaceuticals.
Tom Mao and Aimee Truesdale discuss the main sustainability considerations tied to emerging markets and AI and how these large, multifaceted topics share some important characteristics.
The AOR team offers a bullish view for the second half of 2026, with a strengthening economy and robust earnings offsetting an energy shock and a hawkish Fed.
Mike Clarfeld outlines why focusing on dividends, diversification and high-quality, hard asset/low obsolescence (HALO) companies can uncover value in the current environment.
Podcast: Analyst Adam Meyers analyzes global oil & gas supply constraints caused by the Iran conflict and the likely role of U.S. producers going forward.
Podcast: Analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven opportunities.
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 continue.
Podcast: Matthew Lilling and Deepon Nag, ClearBridge’s Co-Directors of Research, discuss their active research philosophy, technological integration and the value of collaborative fundamental research in navigating global market dynamics and technological disruptions.
Financials analyst Miguel Del Gallego explains how banks and payment companies are positioned amid the emergence of stablecoins.
Jeff Schulze and Josh Jamner prognosticate on whether the second half of 2025 will match the macro and market volatility of the first or pro-growth policy shifts will take hold.
