ClearBridge Investments, a specialist investment manager of Franklin Templeton, designed the Anatomy of a Recession (AOR) program to deliver thoughtful perspective on the state of the US economy with concise, practical views updated every month.
The Anatomy of a Recession program provides practical, actionable insight into the US economy and critical market trends. ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, has offered the program since 2016, based on proprietary dashboards that track multiple indicators of recession and recovery.
Hear Investment Strategist, Jeff Schulze discuss how we’re at a crossroads where a recession or a soft landing could potentially happen.
It remains to be seen if the Federal Reserve will actually pivot in the face of a slowing economy, particularly if inflation remains elevated.
The current bear market is in its early stages with multiple compression driving losses so far. Where equities ultimately bottom will depend on how well the economy holds up and the trajectory of corporate earnings.
The labor market is a key area ClearBridge Investments are scrutinizing for signs that aggressive action by the Fed is dampening inflation.
The economic outlook bears little resemblance to the early pandemic, with consumption and business activity likely to slow from elevated levels but remain positive.
Investors are currently faced with several Red Light, Green Light dilemmas regarding the health of the current economic expansion and market rally.
The disappointing August jobs report was primarily due to the Delta variant, but sets up a potential goldilocks scenario for investors.
ClearBridge Investments believe an improving jobs market will help drive further upside to consumption and GDP expectations as individual stimulus payments begin to wane.
Jeff Schulze, Investment Strategist at ClearBridge Investments, a specialist investment manager of Franklin Templeton, discusses why expectations for GDP growth in the US are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long-term.