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November 18, 2024
Jeff Schulze and Josh Jamner, authors of ClearBridge's Anatomy of a Recession program, explain why they believe pro-business election results, easing monetary policy and stable outlooks for inflation and earnings should enable the current economic expansion and equity bull market to continue in 2025. They also delve into how policy decisions by the incoming Trump administration could impact specific sectors.
Past performance is no guarantee of future results. Copyright © 2024 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.
