Three portfolio managers dive into economic policy and the probability of a soft landing vs. recession. They weigh opportunities in growth versus value stocks and what themes worked in 2023. They touch upon equity markets globally with an emphasis on the US and Japan.
- Margaret Vitrano, Portfolio Manager at ClearBridge Large Cap Growth Strategy
- Elisa Mazen, Head of Global Growth, Portfolio Manager at ClearBridge International Growth EAFE Strategy
- Sam Peters, CFA, Portfolio Manager at ClearBridge Value Equity Strategy