×
×
×
×
×

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: Ukrainian Invasion Impact

February 26, 2022

 

Investment Strategist Jeff Schulze joins Consuelo Mack to discuss the market, economic and monetary policy impacts of the Russian invasion of Ukraine. He points out that the health of the U.S. economy as the expansion matures, rather than the outcome of the military conflict, will ultimately determine the long-term direction of equities and explains why he is positive on the current environment.

Related Perspectives

Tailwinds Forming for Health Care
Podcast: Improved biopharma funding is proving beneficial to CROs and life science tools companies while patent expirations are separating pharmaceuticals.
Narrow Market Full of Overlooked Value
Dividend Strategy 2Q26: With record market concentration despite uncertainty introduced by profound technological change, diversification is paramount.
Reset in Quality Stocks Opens Opportunities
Large Cap Value 2Q26: Extreme risk taking in the market has led to a large selloff in the high-quality defensive stocks that make up the backbone of our portfolio.
Dividend Strategy 2Q26 Update
John Baldi reviews second-quarter performance, discussing recent moves in semiconductor-related holdings and why diversification, dividend growth and disciplined valuation remain central to the portfolio’s outlook.
Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack
Mike Clarfeld outlines why focusing on dividends, diversification and high-quality, hard asset/low obsolescence (HALO) companies can uncover value in the current environment.
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