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.

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

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

ClearBridge Q2 2024 Strategy Commentary

Weekly Market Pulse: A New Paradigm?

Weekly Report: what happened at YLDE 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.

Weekly Report: what happened at YLDE last week (0325-0329)?

Weekly Report: what happened at YLDE last week (0318-0322)?

Weekly Report: what happened at YLDE last week (0311-0315)?

Weekly Report: what happened at YLDE last week (0304-0308)?

Weekly Report: what happened at YLDE last week (0226-0301)?

Weekly Report: what happened at YLDE last week (0219-0223)?

ClearBridge Canadian Plus Equity Strategy Q4 2023 Commentary

ClearBridge Canadian Plus Equity Strategy Q4 2023 Commentary. The S&P/TSX Composite Total Return Index returned 8.1% in the fourth quarter. Canadian and U.S. Equities surged as interest rates are expected to be cut in 2024. The Strategy underperformed its broader North America equity benchmark.

Weekly Report: what happened at YLDE last week (0212-0216)?

Weekly Report: what happened at YLDE last week (0205-0209)?

Weekly Report: what happened at YLDE last week (0129-0202)?

ClearBridge Canadian Small Cap Strategy Q4 2023 Portfolio Manager Commentary

ClearBridge Canadian Small Cap Strategy Q4 2023 Portfolio Manager Commentary. Small cap Canadian equities finished 2023 on a strong note. The S&P/TSX Small Cap Index increased 6.0% and finished the calendar year up 4.8%. The Strategy outperformed its benchmark for the quarter.