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  2. Anatomy of a Recession Update: Is the AI era a repeat of the dot.com era?

Anatomy of a Recession Update: Is the AI era a repeat of the dot.com era?

Jan 14, 2026

Jeff Schulze of ClearBridge Investments shares insights from the ClearBridge Recession Risk Dashboard, explores the outlook for US equities in 2026, and discusses how AI-driven capital expenditures compare to past innovation cycles. Get his perspective on economic trends and where opportunities may lie in the year ahead.