Investor Type
×

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.
Institutional Investor Advisor Individual Investor

Video

Market Sending Dangerous Signals But No Shock

December 17, 2018

Portfolio Manager Michael Kagan analyzes the risks of slowing U.S. and global economies, highlights positioning changes that have driven performance and why a defensive posture could be beneficial in the year ahead.  

Michael Kagan

Portfolio Manager
34 Years experience
25 Years at ClearBridge

Related Perspectives

  • Appreciation Strategy
    2Q19 Commentary: Companies with strong prospects are seeing them reflected in their stock prices, but valuations alone have a poor record of forecasting returns.
  • Michael Kagan on AssetTV Active Masterclass
    The Appreciation Strategy PM highlights the benefits of active management during volatile markets and how fundamental research can help manage risk.
  • Appreciation Strategy
    1Q19 Commentary: A rebound in Europe and faster growth in China could lead to a positive earnings surprise later in 2019.
  • Appreciation Strategy
    4Q18 Commentary: During the quarter we saw some intriguing opportunities, reduced cash levels and added several new names.
  • The Advantage of Active Management in Volatile Markets
    PM Michael Kagan discusses how an active portfolio can thrive amidst volatility and opportunities ahead in 2019.
  • 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.