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Anatomy of a Recession: Election Edition

November 5, 2020

In his latest Anatomy of a Recession update, Investment Strategist Jeff Schulze, CFA analyzes what we know so far about the 2020 U.S. election and potential impacts on the incipient economic recovery and equity markets. The latest election numbers indicate a likely change in the White House and a divided Congress, a setup that should moderate the size of an additional fiscal stimulus package but one cheered by investors as it removes the risk of higher taxes and increased corporate regulation. 

Jeffrey Schulze, CFA

Investment Strategist
15 Years experience
6 Years at ClearBridge

Ryan Virag, CFA

Client Portfolio Manager
20 Years experience
8 Years at ClearBridge

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  • Past performance is no guarantee of future results.

  • 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.