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Market Outlooks
Recession, Inflation, and Duration Considerations
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Are markets correctly pricing inflation? What flavor of recession are our economists anticipating? What roles will quality and duration play in 2023 within the fixed income asset class? Our economists discuss key questions facing investors today in our latest Macro Perspectives.
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.
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
Replay: Investing Amidst Uncertainty: Help to Address Investor's Current Concerns and Effects of Global Conflict
We provide our take on inflation, rising rates, and market impact, a look at how global conflict is affecting markets, supply chain, and portfolios, and our talking points for addressing the current market with investors.
Market Outlooks
Our Global Convictions: Why We’re Staying Off the Sidelines
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Despite uncertainty around upcoming elections and the ongoing pandemic, we continue to find assets we believe can deliver attractive returns over the long term. Philip Straehl, Global Head of Research, Investment Management, and Edward Fane, Portfolio Manager, discuss the macro reward-for-risk picture and why we like certain asset classes.
Behavioral Finance
The Future of Risk Preferences & Goals-Based Planning
Risk preferences are an important part of the financial planning process, but it needs to be considered against goals. Goal setting is where the magic happens. Risk capacity, risk required and risk reactivity are all pivotal inputs in a goals-based framework.
Investing Ideas
Ask the PMs: Outlook and Positioning in Our Asset Allocation Portfolios
Senior Portfolio Manager/Co-Head of Target Risk Strategies Dan McNeela and Portfolio Manager, Active Asset Allocation, Michelle Ward will talk about positioning in our Asset Allocation series and their outlook for key asset classes.