In this episode, Managing Partner Tim Whybourne catches up with two Wall Street stalwarts Jeff Schluze & Michael Testorf from Clearbridge Investments. Jeffrey is a Managing Director and the Head of Economic and Market Strategy at ClearBridge Investments overseeing capital market and economic research and contributing thought leadership on these topics to the institutional investor and financial advisor communities. Michael is a Portfolio Manager on the Global Growth Equity investment team and co-manages numerous global and international growth strategies. Clearbridge Investments manages over USD$187.9 million (as of 31/3/2024).

We talk about everything from clearbridges proprietary recession indicator tool, the anatomy of recession, through to why valuations are as scary as they might look and why investing at the top of the market can still return great results. We discuss the investment case for Emerging markets, Japan, the US and Europe and then explore one of Clearbridges latest equity strategies to be deployed into the Australian market in the Clearbridge Global Growth Strategy.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.