report by BlackRock
Results for ""
Market Outlooks
Stress testing the foundations: Analyzing the vulnerability of US banks to falling commercial real estate values
This piece is approved to use with clients.
The commercial real estate sector’s continued challenges could potentially impact US banks. Franklin Templeton Fixed Income’s Shawn Lyons discusses the ongoing commercial real estate crisis and how US banks are safeguarding themselves against these issues.
Market Outlooks
A broadening opportunity set
This piece is approved to use with clients.
Our investment teams across asset classes share where they see investment opportunities in our latest Global Investment Outlook. Today, we see a much broader opportunity set across asset classes and regions, and the outlook over the remainder of this year (and into 2024) appears favorable for balanced portfolios.
Macroeconomic & Geopolitical
AOR Update: When to expect a recession?
ClearBridge Investments: Despite improving economic sentiment now leaning the consensus view toward a soft landing, we continue to believe a recession is on the horizon.
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Outlook 3Q 2023 | August 1st
This piece is approved to use with clients.
ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, utilizes 12 different economic indicators to assess the risk of recession.
Market Outlooks
Quick Thoughts: Artificial intelligence—A primer
This piece is approved to use with clients.
Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.
Market Outlooks
Templeton Global Macro Insights
This piece is approved to use with clients.
Opportunities for diversification outside the United States.
Market Outlooks
Fitch’s downgrade of the US—Interesting timing with muted market reaction
This piece is approved to use with clients.
Western Asset: Our initial assessment of the impact that Fitch’s rating downgrade of US credit may have on fixed-income investments.