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Market Outlooks
Anatomy of a Recession Update: The dominoes are falling
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ClearBridge Investments: The Recession Risk Dashboard saw three negative signal changes this month, suggesting a significant downshift in the economy.
Market Outlooks
Recapping last night’s somewhat contentious State of the Union Address.
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Let’s examine the general mood of the country going into last night’s speech - and going into the Biden reelection campaign.
Market Outlooks
Global Convictions: January 2023 Asset Class Research
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Heading into 2023, bearish sentiment among investors is coming off a very low base, with some of the worst recorded data since tracking started 35 years ago. With a contrarian lens, this could be a positive. However, while the overall valuation landscape has undoubtedly improved, there are many assets which remain around fair value. In such an environment, we continue to balance opportunities against risks.
Market Outlooks
2023 Outlook: Inflation, Recession, Valuations, and Retirement
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What are the positive client messages we can share leading into 2023? With inflation and a recession on everyone’s minds, what actions make sense to support clients? Morningstar Investment Management’s Americas CIO Marta Norton and Head of Research Philip Straehl share their perspective on the outlook, address the implications on client portfolios, and look at potential actions to be taken.
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: Is Labor Market Economic Kevlar or Achilles Heel?
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ClearBridge Investments: While the labor market remains an economic bright spot, the Federal Reserve (Fed) may continue its tightening policy until more signs emerge that job growth and wages are experiencing substantial slowdowns.