Signs of Bottoming
Jeff Schulze of ClearBridge Investments takes a closer look at equity valuations, ETFs and mutual fund flows.
A Global Recession
Jeff Schulze of ClearBridge Investments shares why he thinks the global economy is headed toward a global recession.
Dow Drops 10% After Entering Bear Market Territory
Coronavirus market volatility has officially killed the longest bull market in U.S. history. Stocks have retreated more than 20% from their peaks and just one day after entering that bear market territory- we saw another historic loss. The Dow closed down 10%. That's the biggest percentage drop since 1987 and the biggest point drop ever.
Is Your Portfolio Recession-Proof?
Randy Swan, founder and Lead Portfolio Manager of Swan Global Investments, shares the predicament bond investors face when they search for both income and safety. For a strategy to help recession-proof your portfolios, read our a blog post here.
Halloween Is Coming... Should Wall Street Be Afraid of a Recession?
Should Wall Street be afraid of a recession? The Morgan Stanley Global Investment Committee puts odds of a recession at 50/50. In this View From the Floor, we share new reports on this topic, including analysis from Invesco about five market factors spooking investors heading into Halloween.
Is the U.S. Facing a Recession?
We discuss the odds of a recession with Jodie Gunzberg, Managing Director and Chief Investment Strategist at Graystone Consulting, A Business of Morgan Stanley. She shares her in-depth analysis of markets, breaks down the latest economic data, and explains why she thinks jobs will be the key recession factor.
Tools for Forecasting the Next Recession
The methodology and metrics that inform our recession outlook. Read our latest recession forecast outlook
Guide to Recessions
Capital Group’s latest report, “Guide to recessions,” is a comprehensive e-book that explores where the U.S. is in the current economic cycle and can help advisors answer their clients’ top questions about recessions. There's also an opportunity to earn CE credit after reading the guide. Please click here to view the white paper.