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Institutional Perspectives

ClearBridge Economic Outlook for 2021

December 18, 2020

The Anatomy of a Recession team of Jeff Schulze and Josh Jamner takes the pulse of the economic recovery as we head into the new year, analyzing what the latest COVID-19 induced soft patch could mean for equities in the near term and why longer term optimism on the macro picture is warranted. Jeff and Josh also discuss how the ClearBridge Recovery Dashboard fared in its debut in an unprecedented year for markets and the economy. 

Jeffrey Schulze, CFA

Investment Strategist
15 Years experience
6 Years at ClearBridge

Josh Jamner, CFA

Investment Strategy Analyst
11 Years experience
3 Years at ClearBridge

Related Perspectives

  • 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. 

  • Past performance is no guarantee of future results.

  • Performance source: Internal. Benchmark source: Standard & Poor’s.