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Anatomy of a Recession Program

ClearBridge’s Anatomy of a Recession (AOR) program was developed to help investors understand the likelihood of a U.S. recession. The program features our proprietary Recession Risk Dashboard, updated monthly and designed to help you stay informed on economic and market developments to guide portfolio allocation decisions.

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ClearBridge Investments is a global equity manager committed to delivering consistently superior risk-adjusted investment performance to investors. We pursue this goal through a combination of active, research-driven, fundamental investing. A collaborative, team-based culture guides everything we do.
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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.

Show: All Anatomy of a Recession Australian Equity Insights Emerging Markets Insights Global Equity Insights Infrastructure Insights Market Outlook Responsible Investing Videos Webinars

Anatomy of a Recession

5 Aug 2025

AOR Update: Clarity Coming Into View

With clarity on tariffs emerging, a major source of macro and market uncertainty is waning. Combined with a tax and fiscal boost from new legislation, corporate animal spirits are poised to pick up.

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* ClearBridge Investments consists of ClearBridge Investments Limited (AFSL 307727) (and its subsidiary); ClearBridge Investments, LLC; ClearBridge Investment Management Limited; the ClearBridge Australian Equities Investment team (a division of Franklin Templeton Australia Limited); and a part of Franklin Templeton Investments Corp. All entities are wholly, indirectly owned subsidiaries of Franklin Resources, Inc., a publicly traded company listed on the New York Stock Exchange (NYSE:BEN).

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