×
×
×
×
×

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: 3Q22 Update

July 19, 2022

 

Investment Strategist Jeff Schulze and Investment Strategy Analyst Josh Jamner join Christy McKee to assess the current state of the economy and stock market amid historic Fed tightening meant to curb long-term inflation expectations. While the ClearBridge Recession Risk Dashboard continues to worsen, they offer two paths to a soft landing and what these could mean for the market.

 

Related Perspectives

Megaprojects: A Cross-Sector Industrial Capex Cycle
An industrial capex cycle for LNG infrastructure, semiconductors, manufacturing reshoring and grid modernization remains in its early stages.
Tailwinds Forming for Health Care
Podcast: Improved biopharma funding is proving beneficial to CROs and life science tools companies while patent expirations are separating pharmaceuticals.
Diversifying AI Buildout Exposures
Sustainability Leaders 2Q26: We are maintaining overweight positions in semiconductors, industrials, utilities and materials where we are constructive on “picks and shovels” in the AI infrastructure buildout.
Infrastructure Positive but Trails in Risk-On Quarter
Global Infrastructure Income 2Q26: Listed infrastructure made positive gains, led by user-pays assets such as airports and rail in a risk-on environment of easing geopolitical tensions.
Navigating Disruption via Infrastructure and Value
Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI, the energy transition and geopolitical tensions.
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.

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

more