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Video

Appreciation Strategy Update

October 16, 2019

Portfolio Manager Michael Kagan explains how the market's concerns about the yield curve inversion, U.S. manufacturing weakness and political uncertainty ahead of 2020 have been allayed by a strong consumer and outlines how the defensive-led rally favored the Appreciation Strategy's approach in the third quarter.

Michael Kagan

Portfolio Manager
35 Years experience
26 Years at ClearBridge

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