META - ClearBridge ESG Investment Strategy Q1 2024 Portfolio Manager Commentary
2024-04-17 10:20:00 ET
Summary
- 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.
- ClearBridge is closely watching sustainability-related opportunities presented by artificial intelligence as well as its energy intensity and social dimensions as the phenomenon plays out in our companies across sectors.
- On digital media platforms, AI content labeling, such as with watermark software, and election transparency are key areas for both risk and opportunity as tools are quickly evolving.
- AI’s energy intensity should cause generation shortages on the grid, especially in places where the data centers have been expanding rapidly, while in health care there is significant potential for AI in the field of diagnostics.
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ClearBridge ESG Investment Strategy Q1 2024 Portfolio Manager Commentary