Jeff Schulze

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.  

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UKRAINIAN INVASION IMPACT

February 26, 2022

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. According to his proprietary Recession Risk Dashboard, the vast majority of his twelve key indicators remain positive. 

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