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Market Outlooks
Anatomy of a Recession Update: Headwind, Not a Hurricane
While the housing market has been on the leading edge of the current downturn, the threat of higher interest rates will likely be somewhat muted as borrowers shift away from adjustable-rate mortgages.
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Views, December 2022
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ClearBridge Investments’ Jeff Schulze discusses what is going on with home sales, corporate profits and labor.
Market Outlooks
The World As We See It Q4 2022
Curated content for RIAs.
The World As We See It Q4 2022
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Views, August 2022
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Hear Investment Strategist, Jeff Schulze discuss how we’re at a crossroads where a recession or a soft landing could potentially happen.
Market Outlooks
Accelerating Growth for 2021?
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Portfolio Manager Nick Schommer discusses his outlook for an accelerating and broadening economic recovery in 2021.