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Market Outlooks
Anatomy of a Recession Update: What is a recession, exactly?
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Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.
Market Outlooks
AOR Update: Lower yields, so what?
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ClearBridge Investments believe the 10-year U.S. Treasury yield is likely to stabilize and decline in the coming year, supporting equity market valuations and influencing leadership.
Policy and Regulatory Commentary
Primary Debates Past and Present
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With apologies for being the bearer of bad news, the 2024 election is upon us. Officially. Tonight marks the first Republican primary debate of the presidential election cycle...
Policy and Regulatory Commentary
Are “Junk Fees” A Winning Election Issue?
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If July was Republicans’ “ESG Month,” August (and potentially everything after, at least until next November) might just be Democrats’ “Junk Fee Month.”
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Outlook 3Q 2023 | August 1st
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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.
Policy and Regulatory Commentary
Election 2024: A Total Tossup?
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Ready or not: Election 2024 is upon us.
Market Outlooks
The Long View: Who's Right?
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The second half could see a tug of war between market expectations for a soft landing and more cautious economic forecasts.