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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

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  • 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.