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Market Outlooks
Global Weekly Commentary: New regime, new opportunities
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We see major central banks holding policy tight in the new macro regime. That bolsters income’s appeal.
Market Outlooks
Anatomy of a Recession: Economic and Market Outlook 3Q2023 | July 1st
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ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, utilizes 12 different economic indicators to assess the risk of recession.
Market Outlooks
Global Weekly Commentary: Japan stands out from developed pack
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We see the outlook brightening for Japanese stocks and are rethinking our modest underweight that is currently in line with other DMs.
Market Outlooks
Market Week in Review: Consumer prices rise unexpectedly in Canada
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Weekly Investment Commentary: The 60/40 portfolio: What’s old is new again
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The ongoing viability of the traditional 60/40 stock/bond portfolio has been debated before, but in 2022 the venerable allocation suffered its worst year since the global financial crisis amid an equity bear market and sharply higher interest rates.