Anatomy of a Recession Q1 2022

Date: Wednesday, January 12, 2022
Time: 04:00 PM Central European Time
Duration: 1 hour

Join Investment Strategist Jeff Schulze for his January update on the state of the US economy – leveraging ClearBridge Investments exclusive Recession Risk Dashboard.

Key topics for this session:
  • 2022 US economic outlook
  • Impacts of a Covid-19 Winter Wave
  • The “new” Fed and its tightening path
  • Stagflation or Disinflation?
  • Is the Great Resignation for real?
  • Midterm election implications
  • Can US markets continue their ascent?

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.

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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, 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.


Patrick Lutz

Head of Distribution for Switzerland
Franklin Templeton

Patrick Lutz has been Head of Distribution Switzerland since 2017. Patrick joined Franklin Templeton in 2008. He held a number of roles within the firm. He has extensive industry experience having started his career in the Swiss financial sector 31 years ago.

Prior to Franklin Templeton, Patrick worked for Schroder & Co. Bank AG as a Sales Manager. Previous to that, Patrick was a Fund Analyst and Portfolio Manager at Zürcher Kantonalbank (ZKB). He earned a Bachelor’s degree in Science, BSc, at University of Applied Sciences Zurich and is a Certified International Investment Analyst (CIIA/AZEK).