A WIDELY FOLLOWED INVESTMENT STRATEGIST’S INDICATORS NOW SIGNALING HEIGHTENED RECESSION RISK

August 20, 2022

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:

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JEFFREY SCHULZE 


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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.


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