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Market Outlooks
The More Things Change...
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The disappointing August jobs report was primarily due to the Delta variant, but sets up a potential goldilocks scenario for investors.
Macroeconomic & Geopolitical
Recession Indicators: Labor Measures Show Improvement
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ClearBridge Investments believe an improving jobs market will help drive further upside to consumption and GDP expectations as individual stimulus payments begin to wane.
Market Outlooks
Quick Thoughts: Why Our Managers Disagree On Inflation, Rates, And Growth
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Chief Market Strategist Stephen Dover believes when thinking about fixed income investing, it is important to think beyond rising interest rates and focus on the many ways to obtain total return.
Macroeconomic & Geopolitical
Anatomy of a Recession: Expecting an Economic Boom
Jeff Schulze, Investment Strategist at ClearBridge Investments, a specialist investment manager of Franklin Templeton, discusses why expectations for GDP growth in the US are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long-term.
Macroeconomic & Geopolitical
China's Digital Currency is a Threat to Dollar Dominance
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Why digitalisation of the renminbi will have a durable, transformative impact on the international economy.