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Macroeconomic & Geopolitical
Anatomy of a Recession: Will the consumer bend or break?
This piece is approved to use with clients.
The labor market is a key area ClearBridge Investments are scrutinizing for signs that aggressive action by the Fed is dampening inflation.
Macroeconomic & Geopolitical
Anatomy of a Recession: Not Your Father’s Energy Crisis
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The economic outlook bears little resemblance to the early pandemic, with consumption and business activity likely to slow from elevated levels but remain positive.
Market Outlooks
Market Week in Review: What’s driving the volatility in markets?
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
The 2022 Selloff: What, Why, and Where We Stand
This piece is approved to use with clients.
Our principles: stay true to the process; recognize uncertainty for what it is; remain focused on fundamentals; and utilize periods of uncertainty to consider implications for portfolio positioning.
Market Outlooks
Market Week in Review: Is U.S. wage growth starting to slow?
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: More than meets the eye? Unpacking the first-quarter decline in U.S. GDP
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Is China’s 2022 growth target still attainable?
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.