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Macroeconomic & Geopolitical
Anatomy of a Recession Update: Cracks in the Foundation
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Get perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.
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.
Macroeconomic & Geopolitical
Anatomy of a Recession Long View: 2022--The Year of Transition
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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.
Macroeconomic & Geopolitical
Anatomy of a Recession: Expecting an Economic Boom
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.
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
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Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.