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November 28, 2023
The Anatomy of a Recession team of Jeff Schulze and Josh Jamner makes their annual forecasts for the economy and equity markets, discussing why the lagged impacts of the Fed's aggressive monetary tightening cycle should be fully felt in the year ahead and how a second wave of inflation remains a major risk. They also discuss the implications for equities through a volatile economic environment.
Past performance is no guarantee of future results. Copyright © 2023 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.
