Beyond Bulls & Bears

Anatomy of a Recession update: Changes in our dashboard
Equity

Anatomy of a Recession update: Changes in our dashboard

The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the United States and the overall state of the economy.

Meet the Manager: Lloyd Nemerever
Fixed Income

Meet the Manager: Lloyd Nemerever

Having a degree in mathematics and an interest in improving processes has led Lloyd Nemerever, Head of Municipal Bonds SMA Strategies, to a successful career in investment management. Find out about innovations in the municipal bond market space that Lloyd is excited about and get to know more about him in this Q&A.

Quick Thoughts: Kicking the can down the road
Equity

Quick Thoughts: Kicking the can down the road

While interest rates were left unchanged at the January Fed meeting as expected, there were some interesting hints about future monetary policy. Stephen Dover, Head of Franklin Templeton Institute, opines.

PODCAST Anatomy of a Recession Update: New year, new dynamic
Equity

PODCAST Anatomy of a Recession Update: New year, new dynamic

As 2024 kicks off, we sit down with ClearBridge Investment's Jeff Schulze for an update on the Recession Risk Dashboard that has recently seen some indicator moves from red to yellow and learn whether recent US economic and labor data have impacted his views on the likelihood of a soft landing.

Quick Thoughts: Five surprises for 2024
Perspectives

Quick Thoughts: Five surprises for 2024

As we near the end of 2023, Head of Franklin Institute Stephen Dover reviews how his forecasts for the year panned out and shares the themes his team is watching out for in 2024.

The new FAFSA: What every advisor, parent and student should know
College Savings

The new FAFSA: What every advisor, parent and student should know

Recent legislative changes will impact the student financial aid process and could create stress and confusion. Dr. Peter Mazareas, author, college financing expert and Co-Founder of Invite Education, shares some need-to-know information for parents, students, and financial advisors.

Workplace Retirement Voice: Personalization in retirement plans is paramount
Perspectives

Workplace Retirement Voice: Personalization in retirement plans is paramount

Individuals are increasingly looking for more tailored investment solutions, so it makes sense for plan fiduciaries to consider a more personalized approach, according to John Kutz, National Retirement Plan Strategist. He says personalization may be the ticket to better retirement outcomes.

Quick Thoughts: Inflation—the final mile
Perspectives

Quick Thoughts: Inflation—the final mile

In the context of fighting inflation, the “‘final mile”’ represents the successful and sustainable achievement of a central bank’s inflation target. Stephen Dover, Head of Franklin Templeton Institute, opines on the Fed’s ability to reach it.

Evolution & Revolution: The future of investment and wealth management— insights from Franklin Templeton’s Innovation Forum and inaugural Industry Advisory Services Annual Survey
Perspectives

Evolution & Revolution: The future of investment and wealth management— insights from Franklin Templeton’s Innovation Forum and inaugural Industry Advisory Services Annual Survey

Franklin Templeton recently hosted its annual Innovation Forum that brought together leading minds in investment, fintech and digital assets. The forum, which was anchored by its inaugural Industry Advisory Services Annual Survey, covered topics ranging from artificial intelligence, blockchain and the future of investing.

Quick Thoughts: Middle East conflict—few implications (for now) for markets
Perspectives

Quick Thoughts: Middle East conflict—few implications (for now) for markets

For now, the economic and market impacts of the Middle East conflict seem relatively contained, according to Stephen Dover, Head of Franklin Templeton Institute.

Meet the Manager: Margaret King
Perspectives

Meet the Manager: Margaret King

San Francisco Business Times has named Margaret King, Franklin Templeton’s Vice President of FinTech Partnership & Corporate Strategic Investments, to its 2023 list of Most Influential Women in the Bay Area. The award recognizes her professional achievements and community leadership. Find out more about Margaret in this Q&A.

Quick Thoughts: Global market outlooks—Too hot, too cold or just right?
Perspectives

Quick Thoughts: Global market outlooks—Too hot, too cold or just right?

The US economy has been more resilient than many pundits had anticipated over the past year—but can this resilience continue? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with economists from across our firm to explore where the risks and opportunities for investors lie today and into year-end.