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Macroeconomic & Geopolitical
Anatomy of a Recession Long View: Are we there yet?
This piece is approved to use with clients.
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.
Behavioral Finance
The Unconscious Nudge: Behavioral science and its financial implications
Over the course of this presentation, we will talk about how the brain systems work and how it impacts decisions that people make.
Portfolio Construction Insights
Alaina Anderson Looking for Leaders
This piece is approved to use with clients.
Listen to International Leaders Portfolio Manager, Alain Anderson discuss how to define and identify leaders, what it means for investors and how they benefit.
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
This piece is approved to use with clients.
The economic outlook bears little resemblance to the early pandemic, with consumption and business activity likely to slow from elevated levels but remain positive.