Talking Markets with Franklin Templeton

Franklin Templeton
  • 4.0 (27)
  • BUSINESS
  • UPDATED BIMONTHLY
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: The case for economic reacceleration

    4 DAYS AGO

    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.

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

    SEP 12

    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.

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

    AUG 9

    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.

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

    JUL 10

    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.

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

    JUN 25

    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.

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

    JUN 11

    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.

    20 min
  7. Anatomy of a Recession Update: A wait-and-see Fed

    MAY 9

    Anatomy of a Recession Update: A wait-and-see Fed

    Continued progress in the ClearBridge Recession Risk Dashboard saw the wage growth indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his views on what that move could mean for investors, how many Fed rate cuts we may see this year, and the potential market implications of the upcoming US presidential election.

    22 min
  8. Anatomy of a Recession Update: What's different about this cycle?

    APR 10

    Anatomy of a Recession Update: What's different about this cycle?

    Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, joins us to discuss the updated ClearBridge Recession Risk Dashboard, which has seen some progress underneath the surface despite not having any indicator changes. And, he shares his views on US equities and the impact of the Magnificent Seven.

    24 min
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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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