×
×
×
×
×

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

Emerging Markets Monthly Update
November 2025: Brazil was a primary driver of performance and positioning in a month marked by AI headwinds in Asian markets.
Large Cap Growth Monthly Update
Large Cap Growth November 2025: Technology stocks led a growth selloff in a month that saw sentiment turn decidedly negative over the near-term payoff from AI spending as well as future funding concerns.
AOR Outlook 2026: Is Bull Market Just Hitting its Stride?
Jeff Schulze and Josh Jamner offer their prognostications for the U.S. economy and equity market in the year ahead, building a case for positive momentum to continue.
Power Shift: Investing in the Grid of the Future
Portfolio Manager Shane Hurst discusses the main themes driving secular growth for listed infrastructure: decarbonization, network investment, AI and data growth, favorable public policy and attractive valuations versus unlisted infrastructure.
Large Cap Growth Monthly Update
Large Cap Growth October 2025: Mega caps in the benchmark reported solid earnings results in October, with those directly involved in AI continuing to ramp up capex.
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