Money manager ClearBridge reviews their Multi-Cap Growth portfolios, highlighting the reasons for specific performers and under-performers. A summary of economic events and their outlook moving forward is also discussed. "While concerns remain about deficits, inflation and, of course, the negative consequences of unforeseen major macroeconomic and geopolitical events and their impact on the market, our experience has taught us that often the macroeconomic situation dictates investors' reactions and triggers unwarranted selling, which can actually create longer term buying opportunities."