The Long View: Follow the herd?

Jeff Schulze  |  ClearBridge Investments  |  22 January 2021  |  0.50 CE

Key Takeaways

  • With a durable economic bottom in place, investor focus has already swung toward gauging the next recession, leading us to re-introduce the ClearBridge Recession Risk Dashboard. Its overall green signal gives us confidence the economy can weather a winter soft patch.

  • Consumer spending of stockpiled cash, combined with a business inventory restocking cycle as COVID-19 restrictions ease, should lead to a pickup in economic activity in 2021.

  • The lack of long-term recessionary scarring, better demographics and easier Fed policy should help drive a quicker ...

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