3Q22 Capital Markets Outlook - Walking a Tightrope
Capital markets are walking a tightrope, balancing inflation, a hawkish Fed and predictions of a possible recession. As we enter the second half of 2022, recession or not, US and global growth will likely see a meaningful slowdown. In these volatile markets, it’s important to be active as you position your portfolio to participate and defend.
Anatomy of a Recession: Economic and Market Views, September 2022 Update
ClearBridge Investments, a specialist investment manager of Franklin Templeton, designed the Anatomy of a Recession (AOR) program to deliver thoughtful perspective on the state of the US economy with concise, practical views updated every month.
[Webinar] Anatomy of a Recession Q4 2022 Update
The Anatomy of a Recession program provides practical, actionable insight into the US economy and critical market trends. ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, has offered the program since 2016, based on proprietary dashboards that track multiple indicators of recession and recovery.
Weekly Investment Commentary: Investing amid a “Fedflation” fixation
The market reacted violently, with the S&P 500 Index posting its worst one-day loss (-4.3%) in more than two years.