Whether a stock market bubble is forming has become a key debate for investors. We believe a boom may be ahead, driven by a favourable policy mix and a healthy consumer supporting earnings growth.
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
Related Perspectives
Anatomy of a Recession
