Beyond Bulls & Bears

PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market
Equity

PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market

In our latest "Talking Markets" podcast, Jeff Schulze of ClearBridge Investments shares his thoughts on finding opportunities within a bear market and potential paths to a “soft landing” in the United States.

PODCAST: Anatomy of a Recession: Why a US Recession is Unlikely Near Term
Perspectives

PODCAST: Anatomy of a Recession: Why a US Recession is Unlikely Near Term

Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of ClearBridge’s Anatomy of a Recession programme, provides his views on why growing fears of a US recession may be overblown, at least near term.

PODCAST: Anatomy of a Recession: Changing Conditions but US Economy Remains Strong
Perspectives

PODCAST: Anatomy of a Recession: Changing Conditions but US Economy Remains Strong

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments, provides his latest look at the health of the US economy. We hear about the number one factor driving consumer sentiment down to recessionary levels, three reasons why inflation may not last long term, and what may lie ahead after the Federal Reserve begins to taper and raise interest rates. 

Assessing a Divided Congress and Market Fundamentals
Multi-Asset

Assessing a Divided Congress and Market Fundamentals

“In general, we think a divided Congress will likely leave the overall direction of policy unchanged. We don’t see major changes to tax, spending or trade policies.” – Ed Perks, CIO of Franklin Templeton Multi-Asset Solutions

Volatility Is Not an Indicator of US Recession
Equity

Volatility Is Not an Indicator of US Recession

I believe when we look back through the rear-view mirror later this year, we will see this period as a growth pause in a long expansionary cycle.

European Drama Hasn’t Derailed US Growth

European Drama Hasn’t Derailed US Growth

We believe headwinds to growth have been easing and what the current leg of the US expansion has perhaps lacked in intensity may very well be made up for by a transition to a more durable or lengthy expansion.

Two Pillars Support US Growth: Consumers and Corporates

Two Pillars Support US Growth: Consumers and Corporates

While we believe the current strength in the dollar will likely persist going forward, we don’t see it as a meaningful detractor from earnings growth for many companies over the long term.

2015 Investment Outlook: US Economy May Be Poised for Further Growth

2015 Investment Outlook: US Economy May Be Poised for Further Growth

We believe we are on the cusp of many new products that will change our lives and how we communicate with one another in ways that are difficult to imagine today.

US Fed in Holding Pattern, but for How Long?

US Fed in Holding Pattern, but for How Long?

Sequestration Stings

Sequestration Stings