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Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Outlook 3Q 2023 | August 1st
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.
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.
Goals/Needs-Based Investing
A Close Look At the Value of your Financial Advisor
This piece is approved to use with clients.
Envestnet outlines three key reasons why investors who work with professional financial advisors can increase the probability of achieving their goals more than do-it-yourself investors.
Client Life Events
Making special needs your business
The disabilities and special needs community is large, underserved and has buying power. Voya wants you to feel confident to expand your practice into this overlooked area and bring enduring, long-lasting value to the special needs community.
Client Life Events
Tips for interacting with people with disabilities
This piece is approved to use with clients.
This guide offers tips on interacting with people who have various special needs and disabilities.