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Market Outlooks
Flexibility, resilience and opportunity
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Our investment teams share where they see investment opportunities across asset classes in our latest Global Investment Outlook. Is an economic slowdown expected in 2024? Diverse views are presented on interest rates and inflation, investment opportunities, risks, and potential surprises.
Market Outlooks
Stabilization might be enough
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In this Allocation Views, our Franklin Templeton Investment Solutions team see recession risks moderating in some developed economies, led by the United States, but still anticipate a period of below-trend growth to continue into 2024.
Market Outlooks
A broadening opportunity set
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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.
Market Outlooks
Anatomy of a Recession Update: What is a recession, exactly?
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Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.
Macroeconomic & Geopolitical
Anatomy of a Recession Update: Cracks in the Foundation
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Get perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Outlook 3Q 2023 | August 1st
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ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, utilizes 12 different economic indicators to assess the risk of recession.
Market Outlooks
Templeton Global Macro Insights
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Opportunities for diversification outside the United States.
Market Outlooks
Key convictions 3Q23
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Western Asset: Market insights at a glance. We remain cautious given risks of slowing growth and central bank overtightening but believe current spreads adequately compensate investors.