Beyond Bulls & Bears

PODCAST Anatomy of a Recession update: Cracks in the foundation
Equity

PODCAST Anatomy of a Recession update: Cracks in the foundation

Perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.

PODCAST Anatomy of a Recession update: The dominoes are falling
Equity

PODCAST Anatomy of a Recession update: The dominoes are falling

Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments, provides us with an update on the Recession Risk Dashboard, a current view of those lagged effects, and perspective on first quarter earnings. In addition: the debt ceiling and perspective on the latest Fed meeting.

PODCAST Anatomy of a Recession: Economic reacceleration in perspective
Equity

PODCAST Anatomy of a Recession: Economic reacceleration in perspective

It shouldn't be a surprise that the US economy is seeing some latent economic strength at this point, says Jeff Schulze of ClearBridge Investments. Learn why in this Anatomy of a Recession update.

Anatomy of a Recession: The Fed’s job problem
Equity

Anatomy of a Recession: The Fed’s job problem

A review of the US economy with focus on the Federal Reserve (Fed), labor and housing with Jeff Schulze, investment strategist at ClearBridge Investments.

PODCAST Anatomy of a Recession: The long view for a new year
Equity

PODCAST Anatomy of a Recession: The long view for a new year

In our latest "Talking Markets" podcast, we meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, the US labor market, and the Federal Reserve.

PODCAST: Anatomy of a recession: Remain patient amid market gyrations
Equity

PODCAST: Anatomy of a recession: Remain patient amid market gyrations

We discuss the potential economic and market impacts of the US midterm elections, get perspective on the Fed's actions against inflation, and review the current ClearBridge Recession Risk Dashboard with ClearBridge Investments’ Jeff Schulze.

PODCAST: Anatomy of a recession—Focusing on the Fed
Equity

PODCAST: Anatomy of a recession—Focusing on the Fed

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their "Anatomy of a Recession" program, speaks about how the Federal Reserve’s latest moves are impacting the odds of a recession in the United States. Plus, what it would take for the Fed to reverse course and make a dovish pivot, and how much a recession is already baked into the markets.

PODCAST: Investing in innovation–impacts of market volatility and shocks
Equity

PODCAST: Investing in innovation–impacts of market volatility and shocks

Franklin Equity Group’s Renee Anderson and Matt Moberg cover investing in innovation during market volatility. We hear how business fundamentals and valuations look right now. Plus, from electric vehicles and renewable energy, to the metaverse, blockchain and more—a breakdown of which innovation themes have the most upside and challenges.

PODCAST: Increasing yields, strategy shifts for income investors
Multi-Asset

PODCAST: Increasing yields, strategy shifts for income investors

Rapidly changing economic and market conditions could lead to a shift in strategy for income investors. Ed Perks, chief investment officer of Franklin Templeton Investment Solutions, breaks down the macro environment and shares the fixed income sectors he believes are now attractive, in this conversation with our Josh Greco. 

PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market
Equity

PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market

In our latest "Talking Markets" podcast, Jeff Schulze of ClearBridge Investments shares his thoughts on finding opportunities within a bear market and potential paths to a “soft landing” in the United States.

PODCAST: Looking beneath the surface of monetary policy tightening
Perspectives

PODCAST: Looking beneath the surface of monetary policy tightening

Thought leaders from Franklin Templeton and our specialist investment managers discuss how the largest Fed hike in nearly three decades, along with the possibility of subsequent significant hikes, could impact US markets and the economy. Plus, which developed and emerging markets face the most challenging economic and investing environments. 

PODCAST: Making Sense of the Recent Market Selloffs
Perspectives

PODCAST: Making Sense of the Recent Market Selloffs

Wylie Tollette, Head of Client Investment Solutions with Franklin Templeton Investment Solutions, joins the head of the Franklin Templeton Institute, Stephen Dover, for a conversation on the recent equity market selloff. They discuss why the pendulum has shifted so strongly negative, whether there is any bottom in sight, and where investors looking for diversification could go.