Public insights on private credit: The art of vintage selection

ClearBridge Investments: We believe the underlying health of the labor market remains solid, despite the recent shocks. As the impacts from these shocks fade, the resilience of the US economy will once again shine through as we move into 2026 in the form of a pickup in job creation.

Investors remain cautious. The AAII Sentiment Survey data continues to suggest the Wall of Worry remains in place.