Beyond Bulls & Bears

PODCAST: Anatomy of a Recession: Why a US Recession is Unlikely Near Term
Perspectives

PODCAST: Anatomy of a Recession: Why a US Recession is Unlikely Near Term

Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of ClearBridge’s Anatomy of a Recession program, provides his views on why growing fears of a US recession may be overblown, at least near term.

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. 

Yield Curve Hysteria
Fixed Income

Yield Curve Hysteria

The inversion of the Treasury yield curve has recently gotten a lot of attention in the financial press as being a harbinger of economic malaise ahead. Our Fixed Income CIO Sonal Desai says these conclusions are misguided.

Assessing a Divided Congress and Market Fundamentals
Multi-Asset

Assessing a Divided Congress and Market Fundamentals

“In general, we think a divided Congress will likely leave the overall direction of policy unchanged. We don’t see major changes to tax, spending or trade policies.” – Ed Perks, CIO of Franklin Templeton Multi-Asset Solutions

Volatility Is Not an Indicator of US Recession
Equity

Volatility Is Not an Indicator of US Recession

Signs of a global economic slowdown have impacted the US equity market this year and led to discussions about a possible recession in both the US ...

European Drama Hasn’t Derailed US Growth
Equity

European Drama Hasn’t Derailed US Growth

With the Greek debt crisis coming to a head and China’s equity market experiencing a correction, the summer doldrums have not been in effect this ...

Two Pillars Support US Growth: Consumers and Corporates
Equity

Two Pillars Support US Growth: Consumers and Corporates

With both the US economy and equity market recording generally solid growth since the financial crisis ended in 2009, some investors may be ...

2015 Investment Outlook: US Economy May Be Poised for Further Growth
Equity

2015 Investment Outlook: US Economy May Be Poised for Further Growth

Grant Bowers and Matt Moberg, portfolio managers and research analysts, Franklin Equity Group®, offer their outlook on the US economy. They ...

Sequestration Stings

Sequestration Stings