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ClearBridge Outlook 2026: Is Bull Market Just Hitting its Stride?

November 12, 2025

The Anatomy of a Recession team of Jeff Schulze and Josh Jamner highlight key trends in the labor market, monetary, fiscal and trade policy, as well as corporate earnings to support a healthy outlook for stocks and the U.S. economy in the year ahead.

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  • Past performance is no guarantee of future results. Copyright © 2025 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.

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