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Market Outlooks
AOR Update: The Fed is Done What's Next?
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Clearbridge Investments: With the market and FOMC suggesting the rate hike cycle is complete, the first interest rate cut could come by May 2024, a pause consistent with the Fed’s “higher for longer” messaging.
Market Outlooks
Anatomy of a Recession: Lower yields, so what?
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Where do we stand - and what should we watch for in the coming months?
Market Outlooks
AOR Update: Lower yields, so what?
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ClearBridge Investments believe the 10-year U.S. Treasury yield is likely to stabilize and decline in the coming year, supporting equity market valuations and influencing leadership.
Market Outlooks
Principal Global Asset Allocation View
Key themes from 3Q 2023 – featuring Seema Shah (Chief Global Strategist) and Todd Jablonski (CIO, Asset Allocation).
Market Outlooks
Anatomy of a Recession: Economic and Market Outlook Flyer - June 2023
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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
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
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 Update: Soft Landing Head Fake or the Real McCoy?
ClearBridge Investments continue to believe a recession is more likely than a soft landing, given many of these data points are lagging or coincident in nature.