Beyond Bulls & Bears

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. 

Quick Thoughts: On Georgia Elections: Stimulus for Individuals and Infrastructure
Equity

Quick Thoughts: On Georgia Elections: Stimulus for Individuals and Infrastructure

The US state of Georgia held January runoff elections that determined two Democrats as their US senators, giving the Democratic Party control of the legislative and executive branches through 2022. Our Head of Equities, Stephen Dover, thinks active investment opportunities can be found in Democratic priorities including green energy and infrastructure, and also within small-cap companies.

A Year of Lingering Uncertainty, but Ample Global Opportunities
Equity

A Year of Lingering Uncertainty, but Ample Global Opportunities

Our Head of Equities, Stephen Dover, shares his 2021 equity outlook. He sees opportunity amid upheaval.