Anatomy of a Recession
Market Outlook
Videos
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
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Infrastructure Insights
Market Outlook
Infrastructure Outlook: AI, Decarbonisation and Policy Tailwinds in 2026
Structural tailwinds like decarbonisation, network upgrades and climate-proofing, along with AI’s need for power, are fuelling long-term capital expenditure cycles for infrastructure.
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