×
×
×
×
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
  

Contrarian Growth Investing in an Evolving Market

January 14, 2019

Portfolio Manager Evan Bauman joins Investment Strategist Jeffrey Schulze to discuss the encouraging signs he is seeing in equity markets to start 2019, including catalysts in the health care, energy and media industries that could drive leadership change following recent volatility.

Related Perspectives

Large Cap Growth Strategy 1Q26 Update
Portfolio Manager Margaret Vitrano highlights a period of stabilization for the Strategy supported by a diversified set of contributors outside technology.
Inflation and Higher Rates: What They Mean for Infrastructure
Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.
The Rotation to Resilience
Market leadership is broadening beyond mega-cap AI winners toward “durability” characteristics such as predictable earnings, strong free cash flow and tangible asset backing — making hard-asset, low-obsolescence (HALO) stocks particularly attractive.
Value Resilience Amid Volatility
Value 1Q26: Value stocks outperformed, even as volatility and sector rotations challenged broader equity markets.
Quality Wins as Leadership Broadens
Large Cap Value 1Q26: The Strategy’s anchoring in high-quality companies with durable moats and predictable cash flows was rewarded in the quarter’s shift in market leadership.
MORE
  • 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.

more