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Macroeconomic & Geopolitical
AOR Update: When to expect a recession?
ClearBridge Investments: Despite improving economic sentiment now leaning the consensus view toward a soft landing, we continue to believe a recession is on the horizon.
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
Recession Resistance: Can We Prove That Recessions Don't Matter?
Increasingly, investors seem focused on the potential for a recession. In this webcast, we discuss...
Behavioral Finance
Direct Indexing and the IKEA Effect
This piece is approved to use with clients.
The “IKEA effect” describes a cognitive bias that happens when people put in some form of labor to complete a project or finish a creation. Direct indexing won’t solve the behavior gap, but it has the potential to create better investor behaviors by allowing investors to play a larger role in the portfolio-building process.
Behavioral Finance
Market Perspective: There are No Rewards Without Risk
This piece is approved to use with clients.
2022 reminded investors of the risk from investing, but none of this makes losses palatable. As the old axiom goes, “there are no rewards without risk.” Here's perspective from Marta Norton, CIO, Americas, Morningstar Investment Management LLC.
Goals/Needs-Based Investing
Helping Clients Act on 2023’s Opportunities – At Any Age
While the principles of good investing haven’t changed, clients’ perceptions and their outlook for 2023 likely have. We believe in preparation, not prediction, when helping investors navigate the wide range of possible outcomes ahead. In the 2023 market outlook from Morningstar Investment Management, you’ll gain perspective on the current financial environment and positive steps to help address financial planning opportunities.