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There are 3 item(s) tagged with the keyword "ClearBridge Investments".

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AOR Update (Podcast): Recession or vibecession?

On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments discusses the US labor market, reviewing the April jobs report and sharing his thoughts on GDP growth for the year. He also provides an update on the Recession Risk Dashboard and the potential opportunities within US equities.

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US equity outlook: Market breadth to dictate bullishness

ClearBridge Investments expects market leadership to broaden in 2024 and believe high-quality defensive stocks will hold up better than the current mega cap leaders in an economic downturn.

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Infrastructure outlook: Climate, macro drivers create tailwinds

ClearBridge Investments expect dire need for infrastructure spending to underpin growth for the next decade and beyond.

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Displaying: 1 - 3 of 3