Beyond Bulls & Bears

Tag: Talking Markets Podcast

PODCAST: Anatomy of a Recession: Changing Conditions but US Economy Remains Strong
Perspectives

PODCAST: Anatomy of a Recession: Changing Conditions but US Economy Remains Strong

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments, provides his latest look at the health of the US economy. We hear about the number one factor driving consumer sentiment down to recessionary levels, three reasons why inflation may not last long term, and what may lie ahead after the Federal Reserve begins to taper and raise interest rates. 

Jeffrey Schulze, CFA |
PODCAST: A Tale of Two Real Estate Markets: US and China
Alternatives

PODCAST: A Tale of Two Real Estate Markets: US and China

Tracy Chen, Portfolio Manager with Brandywine Global, and Tim Wang, Head of Investment Research for Clarion Partners, join Head of the Franklin Templeton Investment Institute, Stephen Dover, to take a closer look at how the pandemic has impacted real estate markets in the United States and China.

Stephen H. Dover, CFA |
PODCAST: High Time for High Yield?
Fixed Income

PODCAST: High Time for High Yield?

In our latest "Talking Markets" podcast, Bill Zox and John McClain, portfolio managers with Brandywine Global, join Amer Hasan to discuss how current market and economic conditions could benefit high yield investors, the opportunities and risks right now, and why the asset class is often overlooked or misunderstood.

Bill Zox |
PODCAST: Mounting Variables Globally
Fixed Income

PODCAST: Mounting Variables Globally

Templeton Global Macro CIO Michael Hasenstab and Director of Global Macro Research for Brandywine Global, Francis Scotland, speak with our Stephen Dover about the direction of China, variables that could determine whether labor and inflation concerns will last more long term, what may be driving energy prices up, beyond just supply and demand, and views on the US dollar vs other currencies around the world.

Stephen H. Dover, CFA |
PODCAST: Anatomy of a Recession: Looking Ahead to 2022
Equity

PODCAST: Anatomy of a Recession: Looking Ahead to 2022

In our latest "Talking Markets" podcast, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments, about the Federal Reserve’s timetable for tightening, slow growth, the COVID-19 Delta variant, and the resilience of the US consumer. He explains how all of these variants are factored into determining the risk of recession along with the investment implications.

Jeffrey Schulze, CFA |
PODCAST: Potential Longer-Term Effects from Current Economic and Investment Challenges
Alternatives

PODCAST: Potential Longer-Term Effects from Current Economic and Investment Challenges

Franklin Templeton’s Sonal Desai, Martin Currie’s Alastair Reynolds, and ClearBridge’s Pawel Wroblewski join our Kim Catechis to assess the possible investment impacts of major global challenges, including the ongoing pandemic, growing income inequality and climate change.

Kim Catechis |
PODCAST: Anatomy of a Recession: Plateauing but Strong Economic Activity
Equity

PODCAST: Anatomy of a Recession: Plateauing but Strong Economic Activity

While US gross domestic product and earnings growth remain strong, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments, about three potential economic and market risks for the second half of the year. Plus, if a near-term equity market pullback occurs, learn why it may be a buying opportunity.

Jeffrey Schulze, CFA |
PODCAST: Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but Don’t Ignore ‘em
Perspectives

PODCAST: Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but Don’t Ignore ‘em

Our Chief Market Strategist Stephen Dover explores blockchain and digital assets through an equity-investor lens with Anthony Hardy and Christophe Vande Walle. They discuss the growing implications and why investors and asset managers shouldn’t ignore this space.

Stephen H. Dover, CFA |
PODCAST: Consumer Clout Driving ESG Efforts
Multi-Asset

PODCAST: Consumer Clout Driving ESG Efforts

Franklin Equity Group's Sara Araghi, Martin Currie's Zehrid Osmani and Western Asset's Bonnie Wongtrakool speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors.

Stephen H. Dover, CFA |
Podcast: Anatomy of a Recession: Expecting an Economic Boom
Equity

Podcast: 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 gross domestic product growth in the United States are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long term.

Jeffrey Schulze, CFA |
Asia at the Forefront: The World’s Uneven Emergence from COVID-19
Fixed Income

Asia at the Forefront: The World’s Uneven Emergence from COVID-19

There is significant variation in how countries have handled the pandemic, managed fiscal and monetary policy, and supported their economies, according to Templeton Global Macro. While the euro area and the US contend with deepening fiscal deficits and excessive monetary accommodation, areas of Asia are in stronger fiscal shape, with greater growth potential, robust trade dynamics and current account surpluses.

Michael Hasenstab, Ph.D. |
PODCAST: Comparing the Pace of Recovery in US and Emerging Markets
Equity

PODCAST: Comparing the Pace of Recovery in US and Emerging Markets

Franklin Equity Group's Grant Bowers and Templeton Emerging Markets Equity's Chetan Sehgal join our Alistair MacDonald for a conversation about the rate of economic recovery in the United States versus emerging market countries and the implications for equity investors.

Grant Bowers |