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Jeffrey Schulze, CFA

Jeffrey Schulze, CFA

Managing Director, Head of Economic and Market Strategy
21 Years experience
12 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 the firm in 2014 and has 21 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 the firm, he was a Portfolio Specialist at Lord, Abbett.

Jeffrey received a B.S. in finance from Rutgers University and is a CFA® charterholder.

Experience

  • 21 years of investment industry experience
  • Joined the firm in 2014
  • 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
  • CFA® charterholder

Perspectives

  • AOR Update: Buy the Geopolitical Dip?
    History shows that investors should take advantage of the opportunity that appears to be emerging, with solid returns in the S&P 500 following historical “geopolitical dips.”
  • Embracing the Semiconductor Super Cycle
    Podcast: Analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven opportunities.
  • AOR Update: New Year, Same Rotation
    Market leadership continued to broaden in January; the ClearBridge U.S. Recession Dashboard continues to show a solid overall expansionary green signal, with one positive indicator change so far in 2026.
  • The Long View: Party Like It's (Not) 1999
    Despite bubble fears, there are several key differences between the late 1990s and today that we believe bode well for U.S. equities in the year to come.
  • AOR Update: Is AI a Clear and Present Danger?
    The ClearBridge Recession Risk Dashboard remains firmly in green expansionary territory; despite AI labor fears, supportive fiscal and monetary policy should power the U.S. economy and corporate earnings in 2026.
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