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Macroeconomic & Geopolitical
Anatomy of a Recession Long View: 2022--The Year of Transition
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ClearBridge Investments believe that inflationary pressure will begin to moderate in a few quarters and transition toward the Fed’s 2% target.
Market Outlooks
Weekly Investment Commentary: Emerging markets: unfairly punished?
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Some EM equities might be cheap for a reason. With the MSCI EM Index trading nearly 20% below its 52-week high, it might appear on the surface to be a screaming value opportunity for investors with a tolerance for volatility.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise with Fed’s hawkish rhetoric
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U.S. Treasury yields rose last week as communications from U.S. Federal Reserve officials continued to skew hawkish.
Macroeconomic & Geopolitical
Uncertainty Increases
In this Allocation Views, our Franklin Templeton Investment Solutions team consider whether the energy price shocks, and supply-chain disruptions may continue to slow the process of inflation normalization.
Market Outlooks
Weekly Investment Commentary: “Stagflation” may not mean what you think
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U.S. economic data supports still healthy (albeit modestly slower) growth.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise amid continued uncertainty
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U.S. Treasury yields rose last week and fixed income returns were broadly negative amid continued geopolitical, economic and policy uncertainty.
Market Outlooks
Weekly Investment Commentary: Investing amid higher-for-longer oil prices
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U.S. energy companies should continue to exhibit momentum.