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Market Outlooks
Anatomy of a Recession Update: Soft Landing Head Fake or the Real McCoy?
ClearBridge Investments continue to believe a recession is more likely than a soft landing, given many of these data points are lagging or coincident in nature.
Market Outlooks
Anatomy of a Recession: Economic and Market Outlook Flyer - March 2023
ClearBridge Investments utilizes 12 different economic indicators to assess the risk of recession. Each individual indicator can signal expansion, caution or recession in the economy...
Policy and Regulatory Commentary
Anatomy of a Recession: The Fed's Job Problem
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A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.
Market Outlooks
Anatomy of a Recession Update: Headwind, Not a Hurricane
While the housing market has been on the leading edge of the current downturn, the threat of higher interest rates will likely be somewhat muted as borrowers shift away from adjustable-rate mortgages.
Market Outlooks
Allocation Views
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The Franklin Templeton Investment Solutions team continue to anticipate that the cumulative effect of monetary policy tightening will have a dampening effect on economic activity.
Market Outlooks
Recession, Inflation, and Duration Considerations
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Are markets correctly pricing inflation? What flavor of recession are our economists anticipating? What roles will quality and duration play in 2023 within the fixed income asset class? Our economists discuss key questions facing investors today in our latest Macro Perspectives.