Stay up-to-date with the current investment and macroeconomic issues. Our listed infrastructure experts analyse the themes and trends which lie at the heart of your investment challenges.
In the latest AOR blog, “Recovery Indicators Update: Valuations Not a Headwind” Jeff Schulze and Josh Jamner reiterate their confidence in the economic recovery and throw cold water on concerns that extended equity valuations are a risk to further gains as low interest rates and the current makeup of the U.S. market should provide support until earnings growth recovers.
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.