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27. MAY 2026

Smaller companies step up in global defense cycle

ClearBridge Investments believes the rise in global defense spending is creating opportunities in smaller, more specialized companies.

6. MARCH 2026

AI’s expansion runs on smaller companies

ClearBridge Investments: The AI revolution's biggest winners may not be the mega-cap developers everyone's watching. Smaller-cap specialists building the physical infrastructure behind AI could offer investors a different play—one that doesn't require betting on a single technology or architecture.

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