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Market Outlooks
Talking Markets Podcast: Anatomy of a Recession Update: Gradually, Then Suddenly
This piece is approved to use with clients.
In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.
Market Outlooks
Anatomy of a Recession: Economic Reacceleration in Perspective
This piece is approved to use with clients.
A review of the US economy with focus on inflation, and whether a recession is likely this year with Jeff Schulze, investment strategist at ClearBridge Investments.
Market Outlooks
Weekly Investment Commentary: The tide has yet to turn for non-U.S. equities
This piece is approved to use with clients.
For now, we advocate underweighting non-U.S. equities as part of a strategic asset allocation, due to the lack of positive catalysts in key markets.
Market Outlooks
Student of the Market: March Edition
Stay on top of changing market environments by learning from their historical parallels.
Market Outlooks
Student of the Market: January 2020
Stock market returns, 2020: A wild ride, Stock fund risk, Stocks after the rebound, Flow divergence, S&P Envy, & Inflation and Investments
Market Outlooks
The Bid: Is the U.S. Leading a New Market Regime?
In this episode of The Bid, Chief Investment Strategist Richard Turnill joins us to discuss the shift in momentum from global to domestic, and what this might mean for markets.