Anatomy of a Recession Q3 2025

Date: Wednesday, July 16, 2025
Time: 4:00 PM Central European Summer Time
Duration: 45 minutes

Join Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, for a detailed analysis of the US economy using the Recession Risk Dashboard.

This webinar will provide practical, actionable insights into critical market trends and economic conditions, covering key topics including:

  • US Economic Outlook
    • US economy: Slowdown or recession?
    • Trump: The fiscal and tariff tug-of-war
    • The Federal Reserve: On the sidelines
    • Inflation: The calm before the storm
  • US Capital Markets Outlook
    • “Mag 7” or “lag 7” in the second half of 2025
    • Value vs. growth
    • 2025: The year of diversification
  • The Global Landscape
    • Can global equity outperformance continue?
    • Geopolitical environment



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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

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About the Program: The Anatomy of a Recession (AOR) program provides practical, actionable insight on the U.S. economy and critical market trends. ClearBridge Investments, a specialist investment manager of Franklin Templeton, has offered the program since 2016, based on proprietary dashboards that track multiple indicators of recession and recovery. Monthly commentary, dashboard updates and presentations are available on the Anatomy of Recession page on Franklintempleton.com.

Speakers

Jeffrey Schulze

Jeffrey Schulze, CFA

Managing Director, Head of Economic and Market Strategy, ClearBridge Investments

Show biography

Jeffrey is a Managing Director, Head of Economic and Market Strategy and oversees capital market and economic research, contributing thought leadership on these topics that is frequently quoted in the financial media, including the Wall Street Journal, CNBC and CNN. He joined ClearBridge Investments in 2014 and has 18 years of investment industry experience. Prior to joining ClearBridge, Jeffrey was a Portfolio Specialist at Lord Abbett & Co., LLC. He received a BS in Finance from Rutgers University. He is a member of the CFA Institute.

Wim Bauters

Wim Bauters

Sales Manager, Franklin Templeton

Show biography

Wim Bauters is Sales Manager for the Benelux region at Franklin Templeton. He has 15 years of experience in the asset management industry. He joined Franklin Templeton in 2016. Prior to that, he worked at NN Investment Partners and BNP Paribas Asset Management as sales manager and product specialist. He is a Commercial Engineer.