In our latest "Talking Markets" podcast, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments, about the Federal Reserve’s timetable for tightening, slow growth, the COVID-19 Delta variant, and the resilience of the US consumer. He explains how all of these variants are factored into determining the risk of recession along with the investment implications.
Franklin Templeton’s Sonal Desai, Martin Currie’s Alastair Reynolds, and ClearBridge’s Pawel Wroblewski join our Kim Catechis to assess the possible investment impacts of major global challenges, including the ongoing pandemic, growing income inequality and climate change.
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