401(k) Roundtable

Recession, Bear Market & Yield Curve Inversion: Defining Terms & Offering Perspective


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With market volatility picking up and unique things happening on almost a daily basis, my conversation today with Jeff Shulze, CFA and Investment Strategist withClear Bridge investments is both timely and full of perspective.  In classic 401(k) Fridays Podcast fashion be define a few important terms and concepts that keep popping up in the headlines and offer some perspective on how they are moving markets, the economy or both.  Jeff also offers a few points of optimism and his input on what could impact the markets in 2019 and beyond.  

Guest Bio

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 13 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.

401(k) Fridays Podcast Overview

Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over one hundred prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

 

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401(k) RoundtableBy Rick Unser

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