×
×
×
×
×

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.
  

Jeff Schulze on WealthTrack: Growing Risk of Recession

August 17, 2022

 

Investment Strategist Jeff Schulze joins Consuelo Mack to discuss rising recession risks as measured by a yellow signal for the ClearBridge Recession Risk Dashboard and analyzes how a resilient labor market and peaking inflation could still allow the Federal Reserve to engineer a soft landing for the U.S. economy. He also explains why market volatility is likely to continue.

Related Perspectives

Crude Helped, Chips Hurt
Value 3Q26: We are maintaining measured exposure to AI leaders while emphasizing diversification among attractively valued, durable businesses in overlooked sectors.
Upgrading AI Exposures for Next Leg of Growth
Global Growth 3Q26: We view the AI-led momentum selloff as sentiment driven and remain constructive on the technology’s long-term potential while diversifying exposures, managing risk and positioning for broader enterprise adoption.
Disciplined Approach to AI Provides Resilience
Large Cap Growth 3Q26: The Strategy’s focus on quality and valuation proved beneficial in a volatile period for higher beta growth stocks.
Diversification More Important Than Ever
Dividend Strategy 3Q26: We are maintaining measured exposure to AI leaders while emphasizing diversification among attractively valued, durable businesses in overlooked sectors.
Stock Selection Shines Through Growth Reset
SMID Cap Growth 3Q26: A volatile quarter reset expectations across SMID growth, with investors increasingly rewarding quality, execution and free cash flow discipline.
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.

more