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Anatomy of a Recession: 2Q22 Update

May 4, 2022

 

Investment Strategist Jeff Schulze and Investment Strategy Analyst Josh Jamner join Vinay Nadkarni to provide their latest outlook on markets and the economy. Despite persistently high inflation, aggressive monetary tightening and multiple compression among stocks, they explain why a healthy labor market should help offset these macro headwinds.

 

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  • Past performance is no guarantee of future results. Copyright © 2022 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.

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