Anatomy of a Recession
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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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Investing Through Disruption Across Infrastructure & Improving Companies
In an increasingly disruptive environment shaped by AI, energy transition, and geopolitical shifts, we highlight two distinct approaches: investing in essential assets with stable and predictable cash flows, and in companies undergoing fundamental improvement as they adapt to structural change.
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