Ambitious capital spending on generative AI projects by hyperscalers, which we view as a once-in-a-decade cycle, represents a meaningful tailwind for technology infrastructure providers supplying the picks and shovels to run large language models.
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Introducing Global Growth
The ClearBridge Global Growth Strategy seeks to provide above-market returns with market-level volatility by investing in growth companies where the portfolio managers have a differentiated view on the duration and/or magnitude of growth.
Join Portfolio Manager, Michael Testorf and Head of APAC Business Development, Matt Bushby in this video as they explore the Strategy and what it aims to achieve.
Michael Testorf, CFA
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