Midyear Outlook: Getting in Sequence

Analysts Marshall Gordon, Brittany Henderson and Nick Wu share their top picks in the biopharmaceutical, contract research organization and life science tools markets as biopharma funding shows improvement.

What do emerging markets and AI reveal about the future of sustainable investing? In this episode, Robin Freeman speaks with Tom Mao and Aimee Truesdale about how investors are navigating uneven ESG disclosure, data center power and water demands, AI’s impact on labor, and the growing role of emerging market companies in sustainability solutions — from digital inclusion and grid resilience to advanced semiconductors and battery storage.

Jeff Schulze and Josh Jamner take a deep dive on the U.S. economy and stock market as well as the upcoming spate of mega cap IPOs, offering a bullish view for the second half of 2026, with a strengthening labor market, improving industrial activity and robust earnings offsetting an energy shock and a hawkish Fed.

Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack by ClearBridge Investments

Energy analyst Adam Meyers compares the current Iran conflict with past Persian Gulf oil shocks, highlighting the likely role of U.S. oil and LNG producers going forward.

Technology analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven stock opportunities.

The AOR team of Jeff Schulze and Josh Jamner offer their prognostications for the U.S. economy and equity market in the year ahead, building a case for positive momentum to shine through.

Matthew Lilling and Deepon Nag, Co-Directors of Research at ClearBridge Investments, discuss their active research philosophy, technological integration and the value of collaborative fundamental research in navigating global market dynamics and technological disruptions.

Stablecoins: Genius or Reinventing the Wheel? by ClearBridge Investments

Midyear Outlook: Getting in Sequence by ClearBridge Investments