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The Advantage of Active Management in Volatile Markets

November 2018

Portfolio Manager Michael Kagan and Investment Strategist Jeffrey Schulze discuss current market and economic risks and the value of defensive positions in an increasingly volatile environment. They also highlight the importance of the U.S. dollar and why select opportunities in paint & coatings and property & casualty insurance look attractive in 2019.

Michael Kagan

Portfolio Manager
36 Years experience
27 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
16 Years experience
7 Years at ClearBridge

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