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Institutional Perspectives

ClearBridge MidYear Outlook: Confidence or Caution?

July 2, 2019

Portfolio Managers Margaret Vitrano and Michael Testorf join Investment Strategist Jeff Schulze to discuss the second-half outlook for the U.S. and global economies, where they see equity risks and opportunities and how that is informing portfolio positioning.

Jeffrey Schulze, CFA

Investment Strategist
14 Years experience
5 Years at ClearBridge

Michael Testorf, CFA

Portfolio Manager
32 Years experience
4 Years at ClearBridge

Margaret Vitrano

Portfolio Manager
23 Years experience
22 Years at ClearBridge

Related Perspectives

  • Past performance is no guarantee of future results. The opinions and views expressed herein are of the commentator as of the date shown, and may differ from other managers 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.