ClearBridge Global Value Improvers Strategy Q1 2024 Commentary

ClearBridge Global Value Improvers Strategy outperformed its benchmark in the first quarter of 2024. Global markets generated positive returns due to optimism over a soft landing, improving economic data, the prospect of rate cuts and improvements in Japan. Growth stocks outpaced value for the quarter with the MSCI World Growth Index returning 10.24%.

ClearBridge SMID Cap Growth Strategy Q1 2024 Commentary

ClearBridge SMID Cap Growth Strategy underperformed its benchmark as a lack of exposure to AI beneficiary Super Micro Computer and bitcoin proxy MicroStrategy. Growth stocks rose in the first quarter, helped by resilient corporate earnings, continued enthusiasm for AI and the prospect of interest rate cuts. Russell 1000 Index returned 10.30% in first quarter.

ClearBridge Global Infrastructure Value Strategy Q1 2024 Commentary

ClearBridge Global Infrastructure Value Strategy Q1 2024 Commentary. Infrastructure assets trailed global equities in the first quarter amid a robust rally for equities. Strong economic and jobs data and the return of the ISM Manufacturing PMI led to higher energy prices. Energy infrastructure outperformed in March.

ClearBridge All Cap Value Strategy Q1 2024 Portfolio Manager Commentary

ClearBridge All Cap Value Strategy outperformed its benchmark in the first quarter. Power demand is poised to inflect to growth in power demand for the first time in decades. The growing demand for power is expected to be a major factor in the growth of artificial intelligence in the U.S.

ClearBridge Canadian Dividend Plus Strategy Q1 2024 Commentary

North American equity markets kicked off 2024 with a robust first-quarter advance, building on the solid returns registered in 2023. Volatility in oil and natural gas commodities was mirrored by volatility in the stocks, providing trading opportunities. ClearBridge Canadian Dividend Plus Strategy Q1 2024 Commentary.

ClearBridge Energy MLP Strategy Q1 2024 Portfolio Manager Commentary

A boost for cyclical sectors amid rising oil prices helped energy infrastructure stocks outperform equities in the first quarter. The trajectory of oil prices over the next year or so will likely be dictated by demand factors, not supply. Winter storms dampening production in several U.S. Oil fields.

ClearBridge All Cap Growth Strategy Q1 2024 Commentary

ClearBridge All Cap Growth Strategy underperformed primarily due to weakness among several health care holdings. The positive momentum of 2023 extended into the first quarter. The Russell 3000 Growth Index outperformed the Russell 3000 Value Index by 11% in first quarter of 2024. ClearBridge is a leading global asset manager.

ClearBridge Global Growth Strategy Q1 2024 Portfolio Manager Commentary

ClearBridge Global Growth Strategy Q1 2024 Portfolio Manager Commentary. The Strategy outperformed, led by U.S. Mega cap exposure. We believe global growth equities will remain in favor this year as rate cuts appear likely across the U.s. And Europe. Global equities continue to climb.

ClearBridge Global Infrastructure Income Strategy Q1 2024 Portfolio Manager Commentary

ClearBridge Global Infrastructure Income Strategy Q1 2024 Portfolio Manager Commentary. Infrastructure assets trailed global equities in the first quarter amid a robust rally for equities. Energy infrastructure and utilities outperformed in March as cyclical strength and sentiment shift for utilities helped infrastructure outperform.

Overlook Style Regimes At Your Peril

Home Investing Strategy Portfolio Strategy Overlook Style Regimes At Your Peril. Style regimes constitute one of investors’ largest risk factors. After 15 years of dominance of the growth style, investors want to see rotations between styles. Richard Drury: Style returns are powerful currents that investors may have overlooked.

Weekly Report: what happened at CACG last week (0415-0419)?

ClearBridge International Value Strategy Q1 2024 Portfolio Manager Commentary

Weekly Report: what happened at CACG last week (0408-0412)?

ClearBridge Large Cap Value Strategy Q1 2024 Portfolio Manager Commentary

ClearBridge Large Cap Value Strategy Q1 2024 Portfolio Manager Commentary. The recent runup in stocks has led the valuation disparity between growth and value stocks to approach all-time highs. The Russell 1000 Value Index returned 8.99% in the first quarter of 2024.

ClearBridge Canadian Equity Strategy Q1 2024 Portfolio Manager Commentary

ClearBridge Canadian Equity Strategy Q1 2024 Portfolio Manager Commentary. ClearBridge is a leading global asset manager committed to active stock selection. The firm's investment strategy is focused on the Canadian equity market. The company has a long-term investment horizon of 2024. The strategy is part of the ClearBridge Canadian equity strategy.

ClearBridge Value Equity Strategy Q1 2024 Portfolio Manager Commentary

ClearBridge Value Equity Strategy Q1 2024 Portfolio Manager Commentary: We seek to generate attractive returns in the most attractive market environments. The fund is a leading global asset manager with a long-term focus on utilities and other value-oriented investments. ClearBridge Value Fund A is expected to be closed to new investments in the first quarter of 2024.

ClearBridge International Growth ADR Strategy Q1 2024 Commentary

ClearBridge Q2 2024 Strategy Commentary

Weekly Report: what happened at CACG last week (0401-0405)?

ClearBridge Dividend Strategy Q1 2024 Portfolio Manager Commentary

ClearBridge Dividend Strategy Q1 2024 Portfolio Manager Commentary. The market's rise continues to be led by a small handful of mega cap technology names. Information technology (IT) is now 2.25x the size of any other sector in the S&P 500 Index.