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Institutional Investor Advisor Individual Investor

Podcast

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
34 Years experience
25 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
14 Years experience
5 Years at ClearBridge

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  • Past performance is no guarantee of future results.
    The opinions and views expressed herein are of the individuals listed as of the date shown, and may differ from other employees, or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results, or investment advice. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments nor its information providers are responsible for any damages or losses arising from any use of this information.