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Anatomy of a Recession Program

ClearBridge’s Anatomy of a Recession (AOR) program was developed to help investors understand the likelihood of a U.S. recession. The program features our proprietary Recession Risk Dashboard, updated monthly and designed to help you stay informed on economic and market developments to guide portfolio allocation decisions.

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ClearBridge Investments is a global equity manager committed to delivering consistently superior risk-adjusted investment performance to investors. We pursue this goal through a combination of active, research-driven, fundamental investing. A collaborative, team-based culture guides everything we do.
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Anatomy of a Recession Market Outlook Videos

10 Feb 2022

2022 Inflation Outlook: Transitory or Structural?

Investment Strategist Jeff Schulze, CFA, and Investment Strategy Analyst Josh Jamner, CFA, discuss the likely trajectory of inflation in 2022 and the good news for long-term equity investors in the face of rising interest rates.

To learn more about the Anatomy of a Recession, click the button below to view the latest AOR update.

Click Here for the Latest AOR Update

Jeffrey Schulze, CFA

Jeffrey Schulze, CFA

Josh Jamner, CFA

Josh Jamner, CFA

More perspectives

Related Perspectives

Anatomy of a Recession

Does the Buck Stop Here?

19 Sept 2025

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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