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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.
Macroeconomic & Geopolitical
Taking an Economic Pulse
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Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.
Market Outlooks
Settling in for the Long Haul
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As we settle into the second quarter of 2023, we reassess our projections for the remainder of the year and analyze how these implications will affect our outlook for recession risk, central banks’ pivoting away from restrictive monetary policy sooner than expected, and corporate earnings expectations.
Market Outlooks
Investors See Fed Rate Increase in May, U.K. to Report Inflation This Week
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A strong U.S. jobs report sparked expectations of a more likely 0.25% Fed rate hike in May. The U.K.’s inflation is expected to remain high.
Market Outlooks
MarketScape: What Makes the Growth Stock Rally Fragile
Following two years of trailing value stocks, U.S. growth equities have sprung into the lead this year. Chief Investment Officer for Global Equities Michael Hunstad, Ph.D., analyzes why persistent inflation and the growth rally’s dependency on just a few companies may trip up growth stocks.
Market Outlooks
MarketScape: Banking Worries Fade, But Recession and Inflation Still Loom
As the most pressing concerns from the banking sector have faded, its after-effects along with inflation still could contribute to a mild recession. Chief Investment Strategist for North America Chris Shipley explains how we’ve positioned our portfolios to address limited upside.