Feb 10, 2025
This month’s “Talking Markets” podcast offers perspective from
ClearBridge Investments' Jeff Schulze on tariffs and the US equity
complex. And, we review the two individual indicator upgrades that
January brought on the Recession Risk
Dashboard.
Jan 30, 2025
Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.
Jan 13, 2025
After a period of no indicator upgrades within the Recession Risk Dashboard, there was quite a bit of movement in December. We speak with Jeff Schulze of ClearBridge Investments about these moves and more.
Dec 17, 2024
In this special episode, ClearBridge Investments' colleagues, Jeff
Schulze and Josh Jamner, discuss their base case for the US economy
and equity markets in 2025.
Nov 14, 2024
With US elections now behind us, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the new political landscape, the potential for higher tariffs on imports and the implications for the US equity market.