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Jeffrey Schulze, CFA

Jeffrey Schulze, CFA

Managing Director, Head of Economic and Market Strategy
20 Years experience
11 Years at firm

Jeffrey is the Head of Economic and Market Strategy at ClearBridge Investments, responsible for overseeing capital market and economic research and contributing thought leadership on these topics to the institutional investor and financial advisor communities. He is the architect of the firm’s Anatomy of a Recession (AOR) program, which features a dashboard of 12 indicators tracking shifts in the U.S. economy that could signal increased recession risk. Jeffrey joined ClearBridge in 2014 and has 20 years of investment industry experience.

Jeffrey joined ClearBridge as a Senior Portfolio Specialist, was named an Investment Strategist in 2017 and became Head of Economic and Market Strategy in 2023. Prior to joining ClearBridge, he was a Portfolio Specialist at Lord Abbett.

Jeffrey received a B.S. in finance from Rutgers University and is a member of the CFA Institute.

Experience

  • 20 years of investment industry experience
  • Joined ClearBridge Investments in 2014
  • ClearBridge Investments – Investment Strategist
  • ClearBridge Investments – Senior Portfolio Specialist
  • Frequently quoted in the financial media, including the Wall Street Journal, Bloomberg, CNBC and Reuters
  • Lord Abbett – Portfolio Specialist
  • B.S. in finance from Rutgers University
  • Member of the CFA Institute

Perspectives

  • AOR Update: Data Dearth and the Dashboard
    While the government shutdown has halted most economic data releases, our analysis of private data sources suggests a continuation of recent trends and a stable green signal for the Recession Risk Dashboard.
  • How Collaborative Research Drives Active Alpha
    Podcast: Matthew Lilling and Deepon Nag, ClearBridge’s Co-Directors of Research, discuss their active research philosophy, technological integration and the value of collaborative fundamental research in navigating global market dynamics and technological disruptions.
  • The Long View: Bubble or Boom?
    3Q25 Commentary: Whether a stock market bubble is forming has become a key debate for investors. We believe a boom may be ahead, driven by a favorable policy mix and a healthy consumer supporting earnings growth.
  • Stablecoins: Genius or Reinventing the Wheel?
    Financials analyst Miguel Del Gallego explains how banks and payment companies are positioned amid the emergence of stablecoins.
  • Does the Buck Stop Here?
    Whether a recent fall for the U.S. dollar portends a regime shift toward systematic weakness has key ramifications for global equity leadership.
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