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March 11, 2022
Senior Industrials Analyst Hannah Whang and Portfolio Manager Pawel Wroblewski join Jeff Schulze to discuss the near-term and secular impacts on industrial companies due to the Russia-Ukraine conflict. Hannah provides perspective on the likelihood of increased defense spending in Europe while Pawel highlights the region’s stepped-up focus on energy security and procuring more renewable energy sources.
Past performance is no guarantee of future results. Copyright © 2022 ClearBridge Investments. 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.
