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Anatomy of a Recession: 3Q20 Update

July 15, 2020

Investment Strategist Jeff Schulze traces the meteoric rebound in economic conditions and market performance over the last several months that has likely brought the pandemic-induced recession to an end. Jeff highlights the improvement of the ClearBridge Recovery Dashboard to green, remaining macro headwinds and what that means for equities going forward.  

Jeffrey Schulze, CFA

Investment Strategist
15 Years experience
6 Years at ClearBridge

James Arnold, CFA

Business Dev. Manager
17 Years experience
3 Years at ClearBridge

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  • All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information. 

  • Past performance is no guarantee of future results.

  • Performance source: Internal. Benchmark source: Standard & Poor’s.