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Midyear Equity and Economic Outlook: What the Internals Are Telling Us

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Manage episode 425589596 series 1157685
Content provided by ClearBridge Investments, LLC, ClearBridge Investments, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearBridge Investments, LLC, ClearBridge Investments, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
CIO Scott Glasser and Head of Strategy Jeff Schulze see the economy slowing but avoiding recession in the second half of 2024 into 2025. Meanwhile, the stock market remains healthy yet bears watching due to deterioration beyond the mega caps. They also explain how these conditions create compelling opportunities for active managers.
  continue reading

93 episodes

Artwork
iconShare
 
Manage episode 425589596 series 1157685
Content provided by ClearBridge Investments, LLC, ClearBridge Investments, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearBridge Investments, LLC, ClearBridge Investments, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
CIO Scott Glasser and Head of Strategy Jeff Schulze see the economy slowing but avoiding recession in the second half of 2024 into 2025. Meanwhile, the stock market remains healthy yet bears watching due to deterioration beyond the mega caps. They also explain how these conditions create compelling opportunities for active managers.
  continue reading

93 episodes

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