Pawel Wroblewski, Managing Director, Portfolio Manager, ClearBridge Investments | Pawel discusses how AI-driven disruption is reshaping equity market leadership and how to integrate these themes into portfolio construction, while maintaining style and valuation discipline. He also explores why an active, diversified approach across the growth spectrum is well placed to manage disruption and enhance long-term returns.
Listen to the full interview which covers:
- How do you see AI-driven disruption reshaping equity market leadership?
- How do you integrate AI-driven disruption into your equity portfolio construction?
- How do you maintain style discipline while remaining adaptable to rapid market shifts?
- How do you ensure valuation discipline when investing in AI-related opportunities?
- How does a diversified approach across the growth spectrum help manage disruption and enhance long-term returns?
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