Anatomy of a Recession Market Outlook Video

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.

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Midyear U.S. Equity Outlook: Looking Toward 2026 for Upside

Midyear U.S. Equity Outlook: Looking Toward 2026 for Upside

While we are neutral on stocks near-term due to tariff uncertainty and valuations, multiple catalysts could drive an earnings acceleration in 2026 as current risks dissipate.

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