Global Investment Management Survey: Outlook on equities and more
Talking Markets with Franklin Templeton
Release Date: 01/30/2025
Global Investment Management Survey: Outlook on recession and more
Talking Markets with Franklin Templeton
Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, shares some key takeaways from the Global Investment Management Survey and provides thoughts on the US equity market, consumer spending, and the potential for recession.
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Anatomy of a Recession Update: Recession or vibecession?
Talking Markets with Franklin Templeton
Jeff Schulze of ClearBridge Investments discusses the US labor market, reviewing the April jobs report and sharing his thoughts on GDP growth for the year. He also provides an update on the Recession Risk Dashboard and the potential opportunities within US equities.
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Anatomy of a Recession Update: Tariffs increase recession odds
Talking Markets with Franklin Templeton
We speak with Jeff Schulze of ClearBridge Investments about the updates in the Recession Risk Dashboard and learn why he believes the odds of a potential recession have increased to 50%. And, he discusses the current position of the Federal Reserve, provides his base case on tariffs and covers how diversification is making a comeback.
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Anatomy of a Recession Update: How much rests on consumer confidence?
Talking Markets with Franklin Templeton
Jeff Schulze of ClearBridge Investments provides an update on the health of the US economy, explores the current dynamics of US equities, and reviews the potential effects of tariffs on markets. Plus, he'll break down the latest changes on the Recession Risk Dashboard following two indicator downgrades.
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Anatomy of a Recession Update: Less “magnificent” earnings expectations
Talking Markets with Franklin Templeton
This month’s “Talking Markets” podcast offers perspective from ClearBridge Investments' Jeff Schulze on tariffs and the US equity complex. And, we review the two individual indicator upgrades that January brought on the Recession Risk Dashboard.
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Global Investment Management Survey: Outlook on equities and more
Talking Markets with Franklin Templeton
Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.
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Anatomy of a Recession Update: Can US exceptionalism continue?
Talking Markets with Franklin Templeton
After a period of no indicator upgrades within the Recession Risk Dashboard, there was quite a bit of movement in December. We speak with Jeff Schulze of ClearBridge Investments about these moves and more.
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Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue?
Talking Markets with Franklin Templeton
In this special episode, ClearBridge Investments' colleagues, Jeff Schulze and Josh Jamner, discuss their base case for the US economy and equity markets in 2025.
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Anatomy of a Recession Update: What we don’t know about tariff plans
Talking Markets with Franklin Templeton
With US elections now behind us, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the new political landscape, the potential for higher tariffs on imports and the implications for the US equity market.
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Anatomy of a Recession Update: The case for economic reacceleration
Talking Markets with Franklin Templeton
We speak with Jeff Schulze of ClearBridge Investments about the health of the US consumer and equity market, and get an update on the Recession Risk Dashboard.
info_outlineChris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.