Talking Markets with Franklin Templeton

Franklin Templeton
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Talking Markets with Franklin Templeton

Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info

  1. Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue?

    17/12/2024

    Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue?

    In this special episode, ClearBridge Investments' colleagues, Jeff Schulze and Josh Jamner, discuss their base case for the US economy and equity markets in 2025.

    38min
  2. Anatomy of a Recession Update: What we don’t know about tariff plans

    14/11/2024

    Anatomy of a Recession Update: What we don’t know about tariff plans

    With US elections now behind us, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the new political landscape, the potential for higher tariffs on imports and the implications for the US equity market.

    27min
  3. Anatomy of a Recession Update: The case for economic reacceleration

    09/10/2024

    Anatomy of a Recession Update: The case for economic reacceleration

    We speak with Jeff Schulze of ClearBridge Investments about the health of the US consumer and equity market, and get an update on the Recession Risk Dashboard.

    21min
  4. Anatomy of a Recession Update: Speaking of the election

    12/09/2024

    Anatomy of a Recession Update: Speaking of the election

    With the US presidential election approaching, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the four election outcomes and their potential impact on government spending, tax changes, trade policy and overall the US economy.

    28min
  5. Anatomy of a Recession Update: Economy’s health holds steady

    09/08/2024

    Anatomy of a Recession Update: Economy’s health holds steady

    Jeff Schulze of ClearBridge Investments joins us to give an update on the Recession Risk Dashboard and shares which indicators to keep an eye on for next month. He also provides his perspective on the recent selloffs in the equity market and the potential for some choppiness leading up to the US election.

    21min
  6. Anatomy of a Recession Update: Economic growth ahead?

    10/07/2024

    Anatomy of a Recession Update: Economic growth ahead?

    We speak with Jeff Schulze of ClearBridge Investments about the dramatic improvement within the Recession Risk Dashboard, delving into the individual indicator changes. And, he shares his thoughts on when we may see a Fed rate cut and addresses concerns about US equity valuations.

    21min
  7. Global Investment Management Survey: Our collective forecast

    25/06/2024

    Global Investment Management Survey: Our collective forecast

    Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.

    13min
  8. Anatomy of a Recession Update: Profit margins and credit spreads improve

    11/06/2024

    Anatomy of a Recession Update: Profit margins and credit spreads improve

    In May, the Recession Risk Dashboard saw two individual indicator upgrades, including a move from yellow to green. We speak with ClearBridge Investments' Jeff Schulze about the positive momentum we've seen in the dashboard and get his perspective on the current global landscape.

    20min
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Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info

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