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.
AOR Update: Yellow Light for the Fed
For the economy to avert recession after a second straight negative quarter and a now yellow Recession Risk Dashboard, the Fed will likely need to make a dovish pivot.
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Anatomy of a Recession Risk Dashboard
Recessions historically coincide with market downturns. Stay informed on the likelihood of a US recession with the ClearBridge Investments Recession Risk Dashboard and Anatomy of a Recession program updated monthly.
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The Long View: Are We There Yet?
In the latest Anatomy of a Recession update, Jeff discusses where equities ultimately bottom will depend on how well the economy and earnings hold up.
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Managing Portfolios in Volatile Markets
Portfolio Manager Charles Hamieh discusses how investors can balance the desire for yield, diversification and sustainability in their portfolios during volatile markets.
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AOR Update: Fast & Furious 75
In the latest Anatomy of a Recession update, Jeff and Josh trace the health of the labor market as key to taming inflation and achieving a softish landing for the economy.
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AOR Update: Will the Consumer Bend or Break?
In the latest Anatomy of a Recession update, Jeff and Josh trace the health of the labor market as key to taming inflation and achieving a softish landing for the economy.
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Assessing Bear Market Conditions
CIO Scott Glasser answers questions on past bear markets and discusses how to make productive use of volatility.
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AOR Update: Not Your Father's Energy Crisis
Jeff and Josh compare the current oil price spike to the Arab oil embargo that sparked the 1973-75 recession but note that today’s economy is starting from a stronger foundation as reflected by a green signal for the Recession Risk Dashboard. Cracks are appearing, however, with commodities and credit spreads weakening to yellow during April.
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The Long View: When Doves Cry
Our latest Anatomy of a Recession update discusses how when even the most notable doves call out the risk of inflation, investors should take the Fed seriously.
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AOR Update: Resilience in Wartime
While a European slowdown would be a headwind for U.S. growth, the expansion is slowing from elevated levels and recession risks remain low.
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2022 Inflation Outlook: Transitory or Structural?
Investment Strategist Jeff Schulze, CFA, and Investment Strategy Analyst Josh Jamner, CFA, discuss the likely trajectory of inflation in 2022 and the good news for long-term equity investors in the face of rising interest rates.
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2022 ESG Outlook: The Value of Knowing What You Own
2022 will increase the focus on the energy transition and the importance of proxy voting and human capital management for active ESG managers.
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