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Market Outlooks
Flexibility, resilience and opportunity
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Our investment teams share where they see investment opportunities across asset classes in our latest Global Investment Outlook. Is an economic slowdown expected in 2024? Diverse views are presented on interest rates and inflation, investment opportunities, risks, and potential surprises.
Market Outlooks
Stabilization might be enough
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In this Allocation Views, our Franklin Templeton Investment Solutions team see recession risks moderating in some developed economies, led by the United States, but still anticipate a period of below-trend growth to continue into 2024.
Market Outlooks
2024 Outlook: Opportunities in technology
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The information technology sector had an eventful 2023. Franklin Equity Group believes 2024 may be another year of strong performance.
Market Outlooks
AOR Update: The Fed is Done What's Next?
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Clearbridge Investments: With the market and FOMC suggesting the rate hike cycle is complete, the first interest rate cut could come by May 2024, a pause consistent with the Fed’s “higher for longer” messaging.
Market Outlooks
Survey: How Treasurers Are Positioning Cash with Possible 2024 Rate Volatility
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Treasurers, likely seeking to diversify their cash holdings to navigate rate and market uncertainty, are looking to money market funds, short-term bonds and ESG funds among others.
Market Outlooks
S&P 500 Index Rebalance: Uber Addition Boosts Weight of Transportation
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The addition of rideshare company Uber to the S&P 500 index notably impacted the sector and industry composition.
Market Outlooks
Global Markets Weekly Update: December 22, 2023
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Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Policy and Regulatory Commentary
A Big 2024 To-Do List, But History Shows Congress Won’t Do Much
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The first session of the 118th Congress is in the books.
Market Outlooks
What the U.S. Equity Rally Means for Tax Planning
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We analyze how investors can harvest losses in a robust stock market
Market Outlooks
What Happens if Investors Remove China from Emerging Markets and Global Indexes
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An analysis of risk, return, geography and sectors.
Market Outlooks
U.S. Jobs Report Spurs Yields, Central Banks Expected to Maintain Steady Rates
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Companies added more jobs than expected in November, though job openings are declining. Central banks in the U.S., U.K. and Europe meet this week.
Market Outlooks
MarketScapes: Transitioning Carefully
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The Fed’s latest policy statement seems to suggest they are carefully transitioning from the question of when to stop raising rates to when to start cutting them, with an eye on inflation and growth.