All Articles tagged with 'Jeff Schulze'

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ClearBridge sees non-U.S. equities as an attractive opportunity

From ClearBridge Investments

As investors digest implications of a higher US consumer price index reading and a historic summit between US President Donald Trump and Chinese President Xi Jinping, ClearBridge Investments says investors needn’t

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15 May 2026

Market will ultimately climb today’s wall of worry

From ClearBridge Investments

Strong market entry points are rarely found during moments of comfort or clarity. Instead, the most attractive buying opportunities are typically associated with periods of market stress. From there, equities

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16 Apr 2026

Buy the dip? History suggests geopolitical shocks can create opportunity

From ClearBridge Investments

Escalating tensions in the Middle East have once again rattled global markets with oil markets at the centre of investor concern. The possibility that Iran could disrupt the Strait of

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16 Mar 2026

Alternative private sector data points to a growing US economy despite lack of economic data releases from the US government

From ClearBridge Investments

The U.S. federal government shutdown has halted most economic data releases over the past month. While the timing is suboptimal given the cooling U.S. labor market, this does not mean

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08 Nov 2025

Progress on trade deals a win for corporate America

From ClearBridge Investments

With clarity on tariffs coming into focus, one of the major sources of uncertainty that has weighed on businesses, consumers and financial markets is finally waning. “Combined with tax incentives

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07 Aug 2025

Labour and jobless data ‘canary in the gold mine’

From ClearBridge Investments

In the recent ‘Anatomy of a recession’ analysis Jeff Schulze, Director and Head of Economic and Market Strategy at ClearBridge Investments, noted that the probability of US consumer strength overpowering

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30 May 2025

Franklin Templeton and ClearBridge investment experts weigh in on latest US CPI release

From Franklin Templeton and ClearBridge

Andrew Canobi, director of Australia Fixed Income for Franklin Templeton Fixed Income says “A look at the instrument panel in the US reveals little showing up in the gauges that says landing imminent.

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12 Apr 2024

Soft landing scepticism warranted as macro cracks emerge

From ClearBridge Investments

Investing and mountain climbing are both judged by the ability to move higher, notes Jeff Schulze, Director and Head of Economic and Market Strategy at ClearBridge Investments, a global investment

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13 Oct 2023

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]