On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton

Anatomy of a Recession

To understand the likelihood of a U.S. recession, Head of Economic and Market Strategy, Jeffrey Schulze has developed the ClearBridge Investments Recession Risk Dashboard and Anatomy of a Recession (AOR) program. This proprietary risk dashboard is updated monthly and designed to help you stay informed on economic and market developments and guide you in making portfolio allocation decisions.

U.S. Economy: Stay in Front of the Business Cycle

The Anatomy of a Recession (AOR) program is designed to help you stay on top of the business cycle and provide thoughtful insights through our exclusive risk and recovery dashboards. Updated monthly, AOR offers a concise, practical look at what the key indicators are saying about the United States economy and the potential impact on the equity markets. Click on each tab for a different view of the dashboard data. 

Recession Recovery: Stay Ready with Our Economic Updates

Financial professionals please register with your business email address for our timely economic updates, which include dashboard updates, supporting commentary and invitations to our events.

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Related Perspective

Does the Buck Stop Here?

Does the Buck Stop Here?

What to Make of Recent U.S. Dollar Weakness

Whether a recent fall for the U.S. dollar portends a regime shift toward systematic weakness has key ramifications for global equity leadership.

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