Investor Type
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
Institutional Investor Advisor Individual Investor

Podcast

Why Are Markets & the Economy Sending Conflicting Signals?

May 18, 2020

Three months into efforts to contain the coronavirus pandemic, historic job losses and plunging business activity have made a U.S. recession all but official yet large cap equities are rallying. In the latest ClearBridge podcast, the Anatomy of a Recession team of Jeff Schulze and Josh Jamner analyze the macro-market disconnect, what indicators they are watching that could signal the economy has troughed and the likely shape of a recovery.   

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.