Beyond Bulls & Bears

Tag: ClearBridge Investments

PODCAST Anatomy of a Recession Update: What’s different about this cycle?
Alternatives

PODCAST Anatomy of a Recession Update: What’s different about this cycle?

Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, joins us to discuss the updated ClearBridge Recession Risk Dashboard, which has seen some progress underneath the surface despite not having any indicator changes. And, he shares his views on US equities and the impact of the Magnificent Seven.

Jeffrey Schulze, CFA |
Anatomy of a Recession update: Changes in our dashboard
Equity

Anatomy of a Recession update: Changes in our dashboard

The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the United States and the overall state of the economy.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession Update: Threats to a soft landing
Equity

PODCAST Anatomy of a Recession Update: Threats to a soft landing

With lots of chatter in the United States around the potential for a soft landing, Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, shares his thoughts on the matter and the overall state of the US economy in our latest "Talking Markets" podcast.

Jeffrey Schulze, CFA |
What’s next for infrastructure?
Alternatives

What’s next for infrastructure?

Despite challenging global economic and market conditions, there are compelling opportunities within global listed infrastructure, according to Shane Hurst, Portfolio Manager with ClearBridge Investments. He explores how the trends of decarbonization, reshoring and 5G evolution are impacting the space, and how the nature of listed infrastructure can offer some insulation against high inflation.

Shane Hurst |
PODCAST Anatomy of a Recession update: Gradually, then suddenly
Perspectives

PODCAST Anatomy of a Recession update: Gradually, then suddenly

In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling-sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession update: US labor market cracks emerging?
Perspectives

PODCAST Anatomy of a Recession update: US labor market cracks emerging?

In this conversation with Jeff Schulze, head of economic and market research at ClearBridge Investments, we focus on the US employment market and consumption, receive an update on the ClearBridge Recession Risk Dashboard, and discuss the on-again, off-again, soft-landing narrative.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession update: The dominoes are falling
Equity

PODCAST Anatomy of a Recession update: The dominoes are falling

Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments, provides us with an update on the Recession Risk Dashboard, a current view of those lagged effects, and perspective on first quarter earnings. In addition: the debt ceiling and perspective on the latest Fed meeting.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession: The lagged effects of rate hikes have started
Perspectives

PODCAST Anatomy of a Recession: The lagged effects of rate hikes have started

A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession: Economic reacceleration in perspective
Equity

PODCAST Anatomy of a Recession: Economic reacceleration in perspective

It shouldn't be a surprise that the US economy is seeing some latent economic strength at this point, says Jeff Schulze of ClearBridge Investments. Learn why in this Anatomy of a Recession update.

Jeffrey Schulze, CFA |
Anatomy of a Recession: The Fed’s job problem
Equity

Anatomy of a Recession: The Fed’s job problem

A review of the US economy with focus on the Federal Reserve (Fed), labor and housing with Jeff Schulze, investment strategist at ClearBridge Investments.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession: The long view for a new year
Equity

PODCAST Anatomy of a Recession: The long view for a new year

In our latest "Talking Markets" podcast, we meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, the US labor market, and the Federal Reserve.

Jeffrey Schulze, CFA |
PODCAST: Anatomy of a recession—Interpreting mixed economic signals
Perspectives

PODCAST: Anatomy of a recession—Interpreting mixed economic signals

A look at the US economy with a focus on labor, home sales and corporate profits with Jeff Schulze, investment strategist at ClearBridge Investments.

Jeffrey Schulze, CFA |