Perspectives
Stay up-to-date with the current investment and macroeconomic issues at ClearBridge Investments. We provide analyses of the themes and trends which lie at the heart of your investment challenges.
Recession Indicators: Amid Recovery, Inflation Scare Looms
With reopening expected to spark a pickup in activity, fiscal and monetary policy still quite accommodative and the economy facing easier near-term price comparisons, investors are increasingly concerned about the risk of a sharp rise in inflation.
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U.S. Demographics Not All Doom and Gloom
A growing middle-age population in the coming two decades should support equity markets as the millennial generation enters its peak economic and investment years.
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Recession Indicators: Jobless Claims a Key Labor Barometer
The weak December jobs report tells a somewhat more optimistic story than the headline figures suggest as the vast majority of job losses were concentrated in the leisure and hospitality industries, which are more exposed to COVID-19 risk.
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The Long View: Follow the Herd?
In the latest AOR blog, “The Long View: Follow the Herd?” Jeff Schulze discusses how consumer spending and inventory restocking should spark an economic pickup and further upside for equities.
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Recession Indicators Update: Policy Responses Critical
While the ClearBridge Recession Risk Dashboard remains yellow, we currently estimate the odds of a recession at 75%.
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