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Video

Large Cap Value Strategy Update

September 2017

3Q17 Update: Portfolio Manager Dmitry Khaykin discusses the global economy’s synchronized growth, the euro’s relative strength and the Strategy’s quality-first investment discipline.

Dmitry Khaykin

Portfolio Manager
21 Years experience
14 Years at ClearBridge

Related Perspectives

  • Large Cap Value Strategy
    3Q17 Commentary: Global economy seems broadly in sync, while euro gains strength.
  • Large Cap Value Strategy
    2Q17 Commentary: Moderate U.S. growth, an improving European economy, and low rates support a healthy environment for equities.
  • Large Cap Value Strategy
    1Q17 Commentary: Markets have largely been positive on the more business-friendly attitude emanating from the White House.
  • Large Cap Value Strategy
    4Q16 Commentary: The last year served as a strong reminder that short-term equity market returns tend to be volatile.
  • Large Cap Value Strategy
    3Q16 Commentary: A stabilization in interest rates pressured income-oriented sectors and has implications for equity performance going forward.
  • Past performance is no guarantee of future results.
    The opinions and views expressed herein are of the Portfolio Managers listed 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.