Tag: episode_1908

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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