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ClearBridge Investments' Margaret Vitrano: Expect a volatile 2nd half, but a pretty good 2026 setup
CNBC Televisionยท2025-08-05 19:43

So joining me now is Margaret Vanrono. She is portfolio manager at ClearBridge Investments. Great to have you here on set.Welcome. Thank you. So what what what is your take sort of on the on the broader market right now and the role that tech has been playing and whether it can continue.Yeah. Well, I mean tech tech and the AI theme is a big one. We're going to be talking about it for the next 10 years.That's an enormous theme. But what we've been spending a lot of time thinking about is what else is going t ...