FYI:
The economy and markets are facing multiple headwinds. But the cumulative real growth of the economy, that’s excluding inflation, is far below other post World War II recoveries.
That growth is now being challenged on several fronts – enough to derail the U.S. economy and the record-breaking bull market in large-cap stocks?
In a slow-growth world, growth commands a premium. Large-cap growth stocks, particularly the largest U.S. ones known as mega-caps have dominated market performance, revenues, and earnings over the last decade with a few short-lived challenges from value stocks. Will they continue to do so?
This week’s guest is a newcomer to WEALTHTRACK, but not to the investment business. She is Margaret Vitrano, Co-Portfolio Manager of the high performing ClearBridge Large Cap Growth Fund
Vitrano and her Co-Portfolio Manager Peter Bourbeau also oversee ClearBridge’s All Cap Growth Strategies along with Large Cap Growth which adds up to nearly $50 billion under management.
Regards,
Ted
https://wealthtrack.com/growth-stocks-with-downside-protection/M* Snapshot: SBLGX:
https://www.morningstar.com/funds/xnas/sblgx/quoteLipper Snapshot SBLGX:
https://www.marketwatch.com/investing/fund/sblgxSBLGX Is Ranked #61 In The (LCG) Fund Category By U.S. News & World Report:
https://money.usnews.com/funds/mutual-funds/large-growth/clearbridge-large-cap-growth-fund/sblgx
