×
×
×
×
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
  
data?.title

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.

 

Related Perspectives

Diversifying to Lower Downside Risk
Dividend Strategy 3Q25: Amid complacency in the face of historically high valuations, we continue to emphasize companies committed to meaningful dividend growth trading at more modest valuations.
Data Center Tailwinds Drive Steady Infrastructure Gains
Global Infrastructure Income 3Q25: U.S. utilities, renewables and North American natural gas and pipelines performed well, benefiting from elevated demand for power to support AI-focused data centers.
Dividend Strategy 3Q25 Update
Portfolio Manager John Baldi breaks down market and portfolio performance in the third quarter, highlighting the Strategy’s diversified positioning in a concentrated market.
Infrastructure in the Rapidly Changing Policy Landscape
Accelerating policy-driven investment and AI-driven data center growth are unlocking a multi-decade growth opportunity for listed utilities globally.
Dividend Strategy 2Q25 Update
Portfolio Manager Mike Clarfeld discusses market and portfolio performance in the second quarter, outlines the Strategy’s positioning and gives his outlook for the rest of 2025.
MORE
  • 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.

more