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Macroeconomic & Geopolitical
China: Reopening Should Drive Growth
This piece is approved to use with clients.
After a year of anemic growth—by China’s standards—we expect a recovery in Chinese economic activity to gradually take place in 2023. The government has abandoned its zero-COVID policy and re-pivoted to growth, and the reopening, combined with a benign inflationary environment that gives China’s policymakers room to increase stimulus, we believe is a reason for optimism in 2023. That said, major policy questions and geopolitical risks cloud the outlook.
Macroeconomic & Geopolitical
Anatomy of a Recession Long View: 2022--The Year of Transition
This piece is approved to use with clients.
ClearBridge Investments believe that inflationary pressure will begin to moderate in a few quarters and transition toward the Fed’s 2% target.
Macroeconomic & Geopolitical
Uncertainty Increases
In this Allocation Views, our Franklin Templeton Investment Solutions team consider whether the energy price shocks, and supply-chain disruptions may continue to slow the process of inflation normalization.
Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Policy and Regulatory Commentary
See Through Election Uncertainty
Investors have seen more than their fair share of market volatility in 2020… and it isn’t over yet.
Leveraging Technology & Data
The Future of the Decision Making Process for the Financial Services Industry
Financial institutions (FIs) and wealth management firms need to be focused on analytics for good reason: Data analytics provide the deep level of business intelligence that firms require to identify the largest growth opportunities as well as their biggest risks.