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Market Outlooks
Weekly Investment Commentary: Peak inflation piques investor interest
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Across the municipal bond landscape, we continue to prefer pairing credit risk with duration risk.
Market Outlooks
Weekly Investment Commentary: Can earnings continue to bend without markets breaking?
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Earnings growth looks poised to decline for the third quarter in a row and may mark its biggest drop since the second quarter of 2020.
Market Outlooks
Weekly Investment Commentary: The 60/40 portfolio: What’s old is new again
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The ongoing viability of the traditional 60/40 stock/bond portfolio has been debated before, but in 2022 the venerable allocation suffered its worst year since the global financial crisis amid an equity bear market and sharply higher interest rates.
Market Outlooks
Talking Markets Podcast: Anatomy of a Recession Update: US Labor Market Cracks Emerging?
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Where do we stand - and what should we watch for in the coming months?
Market Outlooks
Anatomy of a Recession: Economic and Market Outlook Flyer - June 2023
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ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, utilizes 12 different economic indicators to assess the risk of recession.
Market Outlooks
AOR Update: Labor market cracks emerging
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ClearBridge Investments: Despite continued strong headline numbers suggesting labor market resilience, we believe an upward trend in initial jobless claims signals weakness ahead.