Beyond Bulls & Bears

An opportunity for REITs to shine in 2024
Equity

An opportunity for REITs to shine in 2024

The REIT sector has faced many challenges over the past few years, including COVID-related closures and tightening monetary policy. Franklin Equity Group Portfolio Managers Blair Schmicker and Daniel Scher discuss how a return to pre-pandemic monetary policy could mean a promising 2024 for publicly traded real estate.

Anatomy of a Recession update: Changes in our dashboard
Equity

Anatomy of a Recession update: Changes in our dashboard

The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the United States and the overall state of the economy.

Quick Thoughts: Kicking the can down the road
Equity

Quick Thoughts: Kicking the can down the road

While interest rates were left unchanged at the January Fed meeting as expected, there were some interesting hints about future monetary policy. Stephen Dover, Head of Franklin Templeton Institute, opines.

Consider This: 2024 elections
Equity

Consider This: 2024 elections

Political risk is global in 2024: Franklin Templeton Institute’s Kim Catechis highlights key elections to watch across the world in the coming year.

PODCAST Anatomy of a Recession Update: New year, new dynamic
Equity

PODCAST Anatomy of a Recession Update: New year, new dynamic

As 2024 kicks off, we sit down with ClearBridge Investment's Jeff Schulze for an update on the Recession Risk Dashboard that has recently seen some indicator moves from red to yellow and learn whether recent US economic and labor data have impacted his views on the likelihood of a soft landing.

US equity outlook: Opportunities for active management
Equity

US equity outlook: Opportunities for active management

If 2023 was the year of the “Magnificent Seven,” 2024 may be a year where small-, mid- and large-cap companies will take the spotlight, according to Franklin Equity Group.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Global equities marched higher again last week. The key driver behind the equity market moves was the Fed’s signalling of rate cuts in 2024, with the message that inflation had surprised to the downside taken as dovish.

Get real (assets)
Equity

Get real (assets)

Mutual Series sees an increasing number of investment opportunities in real assets.

Why now for US equity income?
Equity

Why now for US equity income?

John Baldi, Portfolio Manager at ClearBridge Investments, examines the evolving US equity income landscape and shares his strategies for generating income and growth, while also aiming to manage risk in uncertain economic and market conditions.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Rising market expectations of central bank 2024 rate cuts, fuelled by falling inflation data, means this week’s central bank meetings will be a key catalyst into year end.

Global value stocks offer potential stability in a more uncertain 2024
Equity

Global value stocks offer potential stability in a more uncertain 2024

Value stocks are poised to deliver solid returns in what may prove to be a more unsettled year ahead, according to Mutual Series CIO Christian Correa.  

Mid-cap stock diversification for the market environment ahead
ETFs

Mid-cap stock diversification for the market environment ahead

The mid-cap universe offers compelling sector diversification and opportunities to participate in the upside of the broader market, according to Dina Ting, Head of Global Index Portfolio Management.