ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Clearbridge Dividend Strategy”. The market has witnessed two significant developments over the past three months: the war in Iran and the growing displacements of software engineers and the software industry. Amid this context, the strategy outperformed the S&P 500 Index, which dropped by 4.3%. This outperformance was attributed to a strategic underweight in information technology, which fell by 9.2% during the quarter, and an overweight in energy, which rose by 38.2%. The...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.