We are joined by ClearBridge’s Investment Strategist Jeff Schulze, who 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.
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Jeff Schulze
UKRAINIAN INVASION IMPACT
Russia’s brutal, unprovoked assault on Ukraine is dominating the news headlines, but so far its market impact has been short-lived. ClearBridge Investment strategist Jeff Schulze says what really matters to the markets in the direction of the economy and Federal Reserve policy.