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Video

Appreciation Strategy Update 1Q21

March 25, 2021

Portfolio Manager Michael Kagan explains how an accelerating recovery in the first quarter supported stocks in more cyclical areas and how the Appreciation Strategy has repositioned for this recovery as well as the likelihood of higher inflation going forward.  

Michael Kagan

Portfolio Manager
36 Years experience
27 Years at ClearBridge

Related Perspectives

  • Past performance is no guarantee of future results.

  • 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. 

  • Performance source: Internal. Benchmark source: Standard & Poor’s.