Anatomy of a Recession Q4 2021

Date: Wednesday, October 13, 2021
Time: 04:00 PM Central European Summer Time
Duration: 45 minutes

New: simultaneous broadcast in Spanish and French!

The Anatomy of a Recession (AOR) program is a practical, actionable guide to the U.S. economy and its potential impact on capital markets. ClearBridge Investments, a specialist investment manager of Franklin Templeton, developed the program using proprietary dashboards that track recession risk and recovery from a recession. The program makes it easier for you to identify signals of change in the economy and to stay abreast of critical market trends.

Areas of focus on the webinar include:

  • The resilience of the US consumer
  • The delta variant and potential for a “soft patch” in growth
  • US market leadership: will the momentum continue?
  • The labor market after August’s weak jobs report
  • The Fed’s timetable for tightening: market implications

Let us help you identify the signals that matter and eliminate the noise in today’s new world.

Jeff Schulze, Investment Strategist from ClearBridge Investments, and architect of AOR will provide his unique perspective and answer your questions.

The Franklin Templeton entity sponsoring this event may record your attendance and interactions with this event to confirm eligibility of continuing education credits or for internal analysis and research to help improve services, as disclosed in our Privacy & Cookie Notice available at:

Important Legal information This event and the information provided therein is by invitation only to Financial Professionals and select members of the press. Not for public distribution.


Jeffrey Schulze, CFA 

Director, Investment Strategist
ClearBridge Investments*

Jeffrey is an Investment Strategist 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 15 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.

*A Franklin Templeton Specialist Investment Manager.

Martyn Gilbey

Senior Director & UK Country Head
Franklin Templeton

Martyn Gilbey is responsible for providing the strategy, leadership and management of Franklin Templeton's overall business operations for the UK.

Prior to joining Franklin Templeton in August 2017, Mr. Gilbey worked for Aberdeen Asset Management, managing the UK Distribution business covering Retail, Institutional and Captive channels. Mr. Gilbey has also worked for a number of asset managers and both in the UK and overseas in Asia Pacific and the Americas, including Barclays, Insight Investment, SWIP and Aberdeen.

Mr. Gilbey graduated from University College London in 1994 with an honours degree in English Literature, and also holds the Investment Management Certificate.