History shows that investors should take advantage of the opportunity that appears to be emerging, with solid returns in the S&P 500 following historical “geopolitical dips.”
What's Next for Investors in 2026? Explore Our Market Outlook Series to Discover How ClearBridge's Capabilities Support Building a Resilient Portfolio
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.
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.
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.
History shows that investors should take advantage of the opportunity that appears to be emerging, with solid returns in the S&P 500 following historical “geopolitical dips.”