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Description
The Anatomy of a Recession program is designed to deliver thoughtful perspective on the state of the United States economy with concise, practical views that are updated quarterly. The foundation of the program is the ClearBridge Investments proprietary Recession Risk and the Recession Recovery dashboards that focus on two unique sets of economic indicators. The Recession Risk Dashboard looks at the chances of a recession happening over the next 6-18 months. We will also discuss how SMAs can enhance the advisor’s practice and better serve clients with their unique features and advantages, including practical applications and case studies.
Learning Objectives
• To help financial professionals understand the many dynamics of the United States economy with consistent quarterly analysis and insight.
• To provide a simple dashboard tool the advisor can utilize to comprehend sophisticated economic data that can seem overwhelming and disconnected.
• To elevate the knowledge and expertise of the financial professional on the critical drivers of the United States economy, so that they can communicate effectively to clients, addressing concerns and supporting decisions.
• To understand the practical applications and case studies of SMAs, including municipal bond transitions and equity overexposure diversification.