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Portfolio Manager Margaret Vitrano recaps Strategy performance and positioning since Liberation Day, highlighting active moves to improve relative results.
Portfolio Manager Stephen Rigo discusses recent performance, positioning activity and his views on where corporate profits and market leadership are heading in the coming months.
With tailwinds accelerating for international equities, Portfolio Manager Pawel Wroblewski discusses recent Strategy performance and positioning.
Portfolio Managers Sam Peters and Reed Cassady discuss where they see current opportunities and how they navigate market volatility.
PMs Margaret Vitrano and Erica Furfaro highlight recent improved relative performance and portfolio positioning moves.
Mike Clarfeld explains how a diversified portfolio of dividend growers offers downside risk management, income and growth and shares where he's finding opportunities in a concentrated market approaching valuation extremes.
Portfolio Manager Michael Testorf provides an overview of recent Strategy performance and positioning and how the U.S. election could impact international equities.
Portfolio Managers Sam Peters and Jean Yu discuss recent performance, positioning activity and their process for quickly adapting to changing market conditions.
Portfolio Manager Margaret Vitrano highlights recent drivers of outperformance and positioning changes that have supported diversification.
Garey Aitken recaps market action and discusses performance drivers and positioning moves for the Franklin ClearBridge Canadian Equity Fund.
