report by BlackRock
Results for ""
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
This piece is approved to use with clients.
In this episode of The Active Share, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
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.
Market Outlooks
Anatomy of a Recession: The Lagged Effects of Rate Hikes have Started
This piece is approved to use with clients.
A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?
Market Outlooks
Settling in for the Long Haul
This piece is approved to use with clients.
As we settle into the second quarter of 2023, we reassess our projections for the remainder of the year and analyze how these implications will affect our outlook for recession risk, central banks’ pivoting away from restrictive monetary policy sooner than expected, and corporate earnings expectations.
Macroeconomic & Geopolitical
The Active Share: Are Microchips the New Oil?
This piece is approved to use with clients.
Microchips are the building blocks of the modern economy, but what are the geopolitical implications of this new power player?
Market Outlooks
Anatomy of a Recession: Economic and Market Outlook Flyer - March 2023
ClearBridge Investments utilizes 12 different economic indicators to assess the risk of recession. Each individual indicator can signal expansion, caution or recession in the economy...
Macroeconomic & Geopolitical
PodCast: Episode 34: Revenge of the Old Economy
This piece is approved to use with clients.
Low interest rates and a focus on being green led to significant underinvestment in the old economy. Netflix rose and Exxon fell. But we’re now beginning a rotation away from the new economy back to the old, says Jeff Currie, global head of commodities research at Goldman Sachs. In this episode of The Active Share, Jeff tells Hugo how he sees the future of energy, from green tech to oil, from the east to the west—who will win, who will lose, and how investors can prepare.