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Macroeconomic & Geopolitical
Investment Perspective: A Narrowed Path
Two roads diverged in a central bank wood – and the Fed took the one less dovish.
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.
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
This piece is approved to use with clients.
Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
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.
Active/Passive Management
Four big trends driving ETF growth
Martin Small discusses the forces that could grow the ETF market to $12 trillion over the next 5 years.