×
×
×
×
×

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.
  

AOR: Conditions Deteriorating

July 13, 2022

In this podcast, Jeff Schulze highlights the data he’s watching to determine the likelihood of a recession and how much longer the bear market will continue. He also discusses scenarios that could lead to a soft landing for the economy and what it will take for stocks to make a durable bottom.

Related Perspectives

Dividend Strategy 1Q26 Update
Portfolio Manager Mike Clarfeld breaks down portfolio performance in the first quarter, highlighting how diversification drove relative outperformance, outlining key positioning moves and sharing his outlook for dividend stocks in a volatile market.
Diversification Rewarded Amid AI and Geopolitical Shocks
Dividend Strategy 1Q26: The Strategy held up in a volatile quarter, benefiting from a sizable underweight to IT during a sharp software selloff and an overweight to energy as geopolitical tensions drove oil prices higher.
Market Comes Around to Quality Stocks
Sustainability Leaders 1Q26: While the quality factor being out of favor in the second half of 2025 was a headwind, a quality rebound from drove strong relative results in the first quarter of 2026.
Dividend Strategy 1Q26 Update
Portfolio Manager John Baldi breaks down the Strategy’s approach in a volatile first quarter of 2026, highlighting the Strategy’s long-standing exposure to energy and materials sectors, among other topics.
Navigating a War Torn Global Energy Market
Podcast: Analyst Adam Meyers analyzes global oil & gas supply constraints caused by the Iran conflict and the likely role of U.S. producers going forward.
More
  • Past performance is no guarantee of future results. Copyright © 2022 ClearBridge Investments. 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: Standard & Poor's.

more