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Market Outlooks
The risk of too much consensus
A Q&A with Seema Shah, post-2023 Milken Global Conference
Market Outlooks
Navigating market risks and opportunities ahead of a recession
With increasing economic uncertainty and market volatility in the first quarter of 2023, the probability of a mild recession beginning in the second half of the year or early next continues to rise.
Market Outlooks
Anatomy of a Recession Update: The dominoes are falling
This piece is approved to use with clients.
ClearBridge Investments: The Recession Risk Dashboard saw three negative signal changes this month, suggesting a significant downshift in the economy.