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Institutional Investor Advisor Individual Investor

Podcast

Anticipating Leadership Change in Today’s Market

January 2018

Portfolio Manager Evan Bauman joins Investment Strategist Jeffrey Schulze to discuss shifting performance trends in the market and how they could be supported by greater M&A activity and a rotation into undervalued areas like energy, health care and media.

Evan Bauman

Portfolio Manager
22 Years experience
22 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
13 Years experience
4 Years at ClearBridge

Related Perspectives

  • Aggressive Growth Strategy
    April 2018 Commentary: Outperformance of energy and health care stocks was an encouraging sign.
  • Aggressive Growth Strategy
    1Q18 Commentary: Strong performance of cyclical technology stocks could signal a rotation out of crowded mega cap IT names.
  • Aggressive Growth Strategy
    February 2018 Commentary: Increased market volatility weighed on commodities.
  • Aggressive Growth Strategy
    January 2018 Commentary: The first correction in several years is healthy and could help extend the current bull market.
  • Aggressive Growth Strategy
    4Q17 Commentary: Several sectors targeted by the portfolio remain undervalued compared to the market.
  • 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.