AVTR - ClearBridge Global Growth Strategy Portfolio Manager Commentary Q3 2020
- 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.
- With a nearly 60% weighting in the benchmark, U.S. stock market performance continues to dominate global returns.
- While our emerging growth stocks again led Strategy performance, we did see evidence that growth is broadening out a bit wider into structural and secular growth.
- Unpredictability of the virus and vaccine timeline, plus the likelihood of more stimulus, causes us to be patient in maintaining exposure to more economically sensitive and structural growth names.
For further details see:
ClearBridge Global Growth Strategy Portfolio Manager Commentary Q3 2020