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PM Perspectives: Second Half Global Equity Outlook

June 27, 2018

Strengthening economic fundamentals and earnings growth should continue to drive global equities with volatility related to trade tensions and geopolitics presenting opportunities to source new growth ideas, according to Large Cap Growth Portfolio Manager Margaret Vitrano and International Growth Portfolio Manager Elisa Mazen. During the latest ClearBridge webinar, the growth investors also discussed the importance of China and how they are managing risk in rising markets.

Elisa Mazen

Head of Global Growth, Portfolio Manager
32 Years experience
10 Years at ClearBridge

Vinay Nadkarni

Head of Global Business Development
25 Years experience
22 Years at ClearBridge

Margaret Vitrano

Portfolio Manager
22 Years experience
21 Years at ClearBridge

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  • Past performance is no guarantee of future results.
    The opinions and views expressed herein are of the Portfolio Managers listed 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.