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Market Outlooks
Global Convictions: January 2023 Asset Class Research
This piece is approved to use with clients.
Heading into 2023, bearish sentiment among investors is coming off a very low base, with some of the worst recorded data since tracking started 35 years ago. With a contrarian lens, this could be a positive. However, while the overall valuation landscape has undoubtedly improved, there are many assets which remain around fair value. In such an environment, we continue to balance opportunities against risks.
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.
Market Outlooks
On My Mind: Transitory tightening?
Curated content for RIAs.
Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.
Market Outlooks
2023 Outlook: Inflation, Recession, Valuations, and Retirement
This piece is approved to use with clients.
What are the positive client messages we can share leading into 2023? With inflation and a recession on everyone’s minds, what actions make sense to support clients? Morningstar Investment Management’s Americas CIO Marta Norton and Head of Research Philip Straehl share their perspective on the outlook, address the implications on client portfolios, and look at potential actions to be taken.
Market Outlooks
Evolution & revolution: Five technology megatrends impacting society
This piece is approved to use with clients.
Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon. Read more from Sandy Kaul, Head of Digital Assets and Industry Advisory Services.