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Institutional Perspectives

Gauging Secular Growth Trends in Global Markets

September 16, 2020

Portfolio Managers Elisa Mazen and Pawel Wroblewski join Jeff Schulze to discuss how different regions are adjusting to the COVID-19 pandemic, secular trends in technology and related industries, risks and opportunities in China and the importance of stimulus programs and sustainable policies to global growth. 

Elisa Mazen

Head of Global Growth, Portfolio Manager
35 Years experience
12 Years at ClearBridge

Pawel Wroblewski, CFA

Portfolio Manager
24 Years experience
12 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
15 Years experience
6 Years at ClearBridge

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  • All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio 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. This information should not be used as the sole basis to make any investment decision. 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, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information. 

  • Past performance is no guarantee of future results.

  • Performance source: Internal. Benchmark source: Morgan Stanley Capital International. Neither ClearBridge Investments, LLC nor its information providers are responsible for any damages or losses arising from any use of this information. Performance is preliminary and subject to change.

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