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Market Outlooks
Market commentary | June 2023
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Western Asset: With inflation coming down and the economy softening, we think the Fed is in a position to pause its rate hikes.
Market Outlooks
Anatomy of a Recession Update: The dominoes are falling
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ClearBridge Investments: The Recession Risk Dashboard saw three negative signal changes this month, suggesting a significant downshift in the economy.
Market Outlooks
AOR Update: Bank crisis recalibrates the Fed’s path
The evolution of risks to financial stability will be a key factor into the Fed’s near-term thinking above and beyond their goal of achieving the dual mandate of price stability and maximum employment.
Macroeconomic & Geopolitical
Quick Thoughts: Is normal really what we want?
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Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.
Macroeconomic & Geopolitical
International equities: Poised for recovery
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Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.
Macroeconomic & Geopolitical
Quick Thoughts: Silicon Valley Bank (SVB) Failure Ripples Through the Market
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Here’s an update on the latest news involving SVB and the implications for the Fed and markets, from Stephen Dover, Head of Franklin Templeton Institute.
Macroeconomic & Geopolitical
Quick Thoughts: How to avoid making a unicorn skeleton
Curated content for RIAs.
Stephen Dover, Head of Franklin Templeton Institute, crunches the data to decipher the odds of a US recession this year and the implications for investor portfolios.