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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podcast
INFLUENTIAL ECONOMIST AND FED WATCHER PAUL MCCULLEY ON FED POLICY, RECESSION PROSPECTS AND THE MARKETS
A special WEALTHTRACK podcast with influential economist and Fed watcher turned professor, Paul McCulley. He shares his thoughts on where we are in the Fed’s tightening cycle, economy, and markets.
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JONATHAN CLEMENTS SAYS STAYING INVESTED IN STOCKS IS THE SANEST APPROACH IN TURBULENT MARKETS
Veteran personal finance journalist Jonathan Clements explains why the most successful approach to dealing with turbulent markets is to stay invested.
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.
VIDEO PODCAST FEED UPDATE
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Buying Cheap Assets: Finding Them Now
Large-cap U.S growth stocks, particularly tech stocks have been the overwhelming winners of the last decade. They now dominate the market. The top ten S&P 500 stocks, including the FAANGs, account for more than 25% of the index’s total market value, a concentration that worries some market watchers because it is reminiscent of other market […]
