In this WEALTHTRACK podcast we are joined by ClearBridge’s Investment Strategist Jeff Schulze, the architect of the firm’s widely followed Anatomy of a Recession (AOR) program, which publishes a monthly Recession Risk Dashboard, a 12-indicator scorecard of the economy, each color-coded according to their status, green for expansion, yellow for caution and red for recession. The Dashboard has recently turned a cautionary yellow from expansionary green, signaling a heightened probability of recession. Schulze will explain why he now believes that there is a 55% chance of a downturn, why a recession is not inevitable but what conditions could push it one way or the other. He will also discuss market implications and strategy.
WEALTHTRACK Episode #1908 published on August 20, 2022
Listen to the audio-only version here:
Explore This Episode
- Director, Investment Strategist
- ClearBridge Investments
Jeff Schulze from the WEALTHTRACK Archives:
ON TV THIS WEEK
For public television’s fundraising drive this weekend, we are revisiting a recent WEALTHTRACK episode with one of the savviest and most experienced bond fund managers in the business. Mary Ellen Stanek is Co-Chief Investment Officer of Baird Advisors and President of the Baird Funds. She heads up the fixed income team, overseeing nearly $120 billion in fixed income investments, and was recently named Morningstar’s Outstanding Portfolio Manager of 2022.
Watch the episode again here.