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CONTRIBUTORS

Michael Testorf, CFA

Portfolio Manager
ClearBridge Investments

ClearBridge Investments global growth portfolio manager, Michael Testorf explores why now could be a pivotal moment for international equity investors. He highlights why US-concentrated portfolios may be leaving opportunity on the table, what conditions could shift the balance between value and growth in international markets, and how the global growth team thinks about growth across different stages of a company's lifecycle.

Michael also discusses the evolving AI landscape—and which types of companies stand to benefit most as the technology moves into its next phase—before sharing where he sees the most compelling opportunities today, from regional allocations to key sectors shaping the portfolio. 

WHAT ARE THE RISKS?

All investments involve risks, including possible loss of principal.

Equity securities are subject to price fluctuation and possible loss of principal. 

International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets.

WF: 11113158

IMPORTANT LEGAL INFORMATION

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. All investments involve risks, including possible loss of principal. There is no guarantee that a strategy will meet its objective. Performance may also be affected by currency fluctuations. Reduced liquidity may have a negative impact on the price of the assets. Currency fluctuations may affect the value of overseas investments. Where a strategy invests in emerging markets, the risks can be greater than in developed markets. Where a strategy invests in derivative instruments, this entails specific risks that may increase the risk profile of the strategy. Where a strategy invests in a specific sector or geographical area, the returns may be more volatile than a more diversified strategy.

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