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Market Outlooks
Talking Markets Podcast: Anatomy of a Recession Update: US Labor Market Cracks Emerging?
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Where do we stand - and what should we watch for in the coming months?
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
AOR Update: Labor market cracks emerging
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ClearBridge Investments: Despite continued strong headline numbers suggesting labor market resilience, we believe an upward trend in initial jobless claims signals weakness ahead.
Market Outlooks
The value of small caps for the road ahead
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Portfolio Managers Justin Tugman and Craig Kempler explain how the current state of small caps and a defensive value approach complement the market environment they expect in the coming years.
Market Outlooks
Anatomy of a Recession: Economic and Market Outlook Flyer
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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
Anatomy of a Recession: The Lagged Effects of Rate Hikes have Started
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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?