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Market Outlooks
Rise in unprofitable companies: Active management’s time to shine
Quick takes on capital markets
Market Outlooks
The risk of too much consensus
A Q&A with Seema Shah, post-2023 Milken Global Conference
Market Outlooks
The case for emerging market debt: Looking abroad for yield
An active, total return approach may offer yield and diversification benefits while also mitigating risk
Market Outlooks
Navigating market risks and opportunities ahead of a recession
With increasing economic uncertainty and market volatility in the first quarter of 2023, the probability of a mild recession beginning in the second half of the year or early next continues to rise.
Market Outlooks
Anatomy of a Recession: Economic and Market Outlook Flyer
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.