ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers.
A rush back into momentum stocks created a particularly challenging environment for non-U.S. value managers.
Fiscal policy is becoming the main tool to reflate economies with central banks in the U.S., while Europe and China are poised to embark on a cycle of deficit spending.
Reflection on the historically long slump for value stocks is informing how we can adapt our approach to be successful in the current investment environment.