×
×
×
×
×

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.
  
data?.title

International Growth 1Q21 Update

February 10, 2021

 

Portfolio Managers Elisa Mazen and Pawel Wroblewski provide an overview of current portfolio positioning, explain how they have taken advantage of opportunities created by the work-from-home environment and make the long-term case for owning growth companies in international markets impacted by different catalysts than the U.S. 

Related Perspectives

Leaning on Financials Amid Cyclical Leadership
International Growth ADR 3Q25:We meaningfully repositioned our bank exposure, adding three new positions while closing out of two others, highlighting an energetic period of activity.
Does the Buck Stop Here?
Whether a recent fall for the U.S. dollar portends a regime shift toward systematic weakness has key ramifications for global equity leadership.
Tilting Toward Domestic Business Models
International Growth ADR 2Q25: We continued to actively reposition the portfolio, reducing exposure to higher dollar-weighted companies and redeploying proceeds into businesses that can benefit from increasing fiscal stimulus.
International Growth Strategy 2Q25 Update
With tailwinds accelerating for international equities, Portfolio Manager Pawel Wroblewski discusses recent Strategy performance and positioning.
Financials Step Up in European Comeback
International Growth ADR 1Q25: Multiple drivers are coalescing to support an extended period of strength for international markets, including the potential for easing regulation and increased defense spending.
MORE
  • Past performance is no guarantee of future results.

  • Past performance is no guarantee of future results. Copyright © 2022 ClearBridge Investments. 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: Morgan Stanley Capital International. Neither ClearBridge Investments, LLC nor its information providers are responsible for any damages or losses arising from any use of this information. Performance is preliminary and subject to change. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI’s express written consent. Further distribution is prohibited. 
more