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Podcast

ClearBridge Economic & Market Outlook for 2020

December 11, 2019

Portfolio Managers Albert Grosman and Michael Kagan join Jeff Schulze, CFA to debate what will be the key drivers of stocks in the year ahead, the likelihood of a recession over the next 12 months and how they are positioning their strategies for the wide range of probabilities inherent to a presidential election cycle.

Albert Grosman

Portfolio Manager
27 Years experience
13 Years at ClearBridge

Michael Kagan

Portfolio Manager
35 Years experience
26 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
15 Years experience
6 Years at ClearBridge

Related Perspectives

  • Past performance is no guarantee of future results.

  • All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information. 

  • Performance source: Internal. Benchmark source: Russell Investments. Frank Russell Company (“Russell”) is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company. Neither Russell nor its licensors accept any liability for any errors or omissions in the Russell Indexes and/or Russell ratings or underlying data and no party may rely on any Russell Indexes and/or Russell ratings and/or underlying data contained in this communication. No further distribution of Russell Data is permitted without Russell’s express written consent. Russell does not promote, sponsor or endorse the content of this communication.