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. The data suggests that the economy exited the COVID-19 recession around mid-year 2020. As we move into 2021, investor focus has shifted to the possibility of a double dip recession which is why ClearBridge has re-introduced the Recession Risk dashboard. Click on each tab for a different view of the dashboard data.
AOR Webinar November 2020 Replay
Investment Specialist Jeff Shultze, CFA, joined us from New York to give us the latest election update and talk through the potential outcomes the results may have on the US economy. Portfolio Manager Charles Hamieh updated us on the impacts this election will have on the global listed infrastructure asset class.
With reopening expected to spark a pickup in activity, fiscal and monetary policy still quite accommodative and the economy facing easier near-term price comparisons, investors are increasingly concerned about the risk of a sharp rise in inflation.Read full article