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

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Manage episode 425589596 series 1157685
Indhold leveret af ClearBridge Investments, LLC, ClearBridge Investments, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af ClearBridge Investments, LLC, ClearBridge Investments, and LLC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

Artwork
iconDel
 
Manage episode 425589596 series 1157685
Indhold leveret af ClearBridge Investments, LLC, ClearBridge Investments, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af ClearBridge Investments, LLC, ClearBridge Investments, and LLC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

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