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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

16 Aug 2022

AOR: US Economic and Market Views - August 2022 Update

Economic and Market Views August 2022

Jeff Schulze explains why two straight quarters of US GDP contraction and a yellow signal for the ClearBridge Recession Risk Dashboard do not make recession a foregone conclusion and discusses how a soft landing for the economy could be still be achieved.

Jeffrey Schulze, CFA

Jeffrey Schulze, CFA

More perspectives

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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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