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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.
Macroeconomic & Geopolitical
A Step Ahead: Everyone's Quitting Their Jobs. Good!
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Olga and Hugo explain why the Great Resignation is the wrong story to describe what’s happening in the U.S. labor market. Job turnover is a welcome sign for the economy, and wage increases for low-income workers can boost economic growth.
Macroeconomic & Geopolitical
Anatomy of a Recession Long View: Are we there yet?
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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.
Portfolio Construction Insights
Alaina Anderson Looking for Leaders
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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?
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The labor market is a key area ClearBridge Investments are scrutinizing for signs that aggressive action by the Fed is dampening inflation.