ClearBridge Investments

Anatomy of a Recession

One of the benefits of being a part of ClearBridge Investments is having access to the ClearBridge Anatomy of a Recession dashboard. This proprietary risk dashboard is updated monthly and designed to help you stay informed on economic and market developments and guide you in making portfolio allocation decisions.

The coronavirus pandemic has unleashed unprecedented market volatility with the ClearBridge Investments Recession Risk Dashboard turning red in April signaling a recession was underway. In early June, the National Bureau of Economic Research announced that economic activity peaked in February leading the beginning of the first U.S. recession in over a decade.  As a result, the ClearBridge Investments Recovery Dashboard was introduced in Q2 to help identify conditions that have been historically instrumental in forming durable economic and market bottoms. This dashboard is comprised of nine indicators that fall into three key elements necessary for a lasting recovery: Financial, Economic, Confidence. Click on each tab for a different view of the Recovery Dashboard data.



AOR Webinar June 2020 Replay

Presented by our colleague at ClearBridge Investments from New York, Investment Strategist Jeffrey Schulze, CFA examines how these periods have historically impacted equity markets and introduce the ClearBridge Anatomy of a Recovery Dashboard, which can provide a guide to when the worst conditions have passed. RARE Infrastructure’s Managing Director, Co-Founder, Senior Portfolio Manager, Richard Elmslie, also discusses the dividend forecast for both Utilities and User Pay assets and what we can expect in the short to medium term.     


Recession Recovery: Stay Ready with Our Economic Updates

Financial professionals please register with your business email address for our timely economic updates, which include dashboard updates, supporting commentary and invitations to our events.

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Why consider RARE?

RARE's investment approach to our actively managed strategies uses a bottom-up, fundamental analysis in our research process, undertaken within a rigorous analytical framework.

Discover the key features of our approach