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