Investors are currently faced with several Red Light, Green Light dilemmas regarding the health of the current economic expansion and market rally.
The Anatomy of a Recession (AOR) program is a practical, actionable guide to the U.S. economy and its potential impact on capital markets.
The disappointing August jobs report was primarily due to the Delta variant, but sets up a potential goldilocks scenario for investors.
Recent economic expansions have lengthened with recessions occurring less frequently, suggesting another extended period of growth ahead.
In this second quarter commentary, ClearBridge Investments suggests a strong macro outlook and resurgent buybacks point to any weakness as a buying opportunity.
This brief update revisits the main tenets of “The Bleak Future of Bonds” paper and provides updates to some key numbers in the aftermath of the COVID-19/coronavirus crisis and what this means for portfolio construction going forward.
ClearBridge Investments believe an improving jobs market will help drive further upside to consumption and GDP expectations as individual stimulus payments begin to wane.
Jeff Schulze, Investment Strategist at ClearBridge Investments, a specialist investment manager of Franklin Templeton, discusses why expectations for GDP growth in the US are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long-term.
Redefining Income in a Low Yield World: Historically, investors in or near retirement have relied primarily on bonds for “mailbox money” necessary to fund their golden years. Going forward, investors and advisors will need to redefine their concept of “income” and reconsider how they fill their “mailbox”.