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Market Outlooks
AOR Update: The Fed is Done What's Next?
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Clearbridge Investments: With the market and FOMC suggesting the rate hike cycle is complete, the first interest rate cut could come by May 2024, a pause consistent with the Fed’s “higher for longer” messaging.
Market Outlooks
Anatomy of a Recession: Lower yields, so what?
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Where do we stand - and what should we watch for in the coming months?
Market Outlooks
Anatomy of a Recession Update: What is a recession, exactly?
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Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.
Market Outlooks
AOR Update: Lower yields, so what?
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ClearBridge Investments believe the 10-year U.S. Treasury yield is likely to stabilize and decline in the coming year, supporting equity market valuations and influencing leadership.
Market Outlooks
Talking Markets Podcast: Anatomy of a Recession Update: US Labor Market Cracks Emerging?
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Where do we stand - and what should we watch for in the coming months?
Market Outlooks
Anatomy of a Recession: The Lagged Effects of Rate Hikes have Started
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A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?
Macroeconomic & Geopolitical
Recession Resistance: Can We Prove That Recessions Don't Matter?
Increasingly, investors seem focused on the potential for a recession. In this webcast, we discuss...
Client Retention
What Actions Add Value in This Environment?
We're joined by two experts to help us dig into these important questions - Michael Laughlin, Head of Portfolio Specialists, and Samantha Lamas, Senior Behavioral Researcher at Morningstar