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Webinar

Anatomy of a Recession: 3Q21 Update

August 4, 2021

Investment Strategist Jeff Schulze and Investment Strategy Analyst Josh Jamner address marginal changes to their bullish economic and market outlook as GDP and corporate earnings growth near peak levels and the expansion transitions to mid cycle.  Their latest update also focuses on the likely trajectory of inflation and subsequent Fed policy, the growth/value debate and why any equity correction is likely a buying opportunity.

 

Jeffrey Schulze, CFA

Investment Strategist
16 Years experience
7 Years at ClearBridge

Josh Jamner, CFA

Investment Strategy Analyst
12 Years experience
4 Years at ClearBridge

Lindsay McCulla

Business Development Manager
13 Years experience
7 Years at ClearBridge

Related Perspectives

  • 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. 

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  • Performance source: Internal. Benchmark source: Standard & Poor’s.
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