Beyond Bulls & Bears

Anatomy of a Recession Update: Can US exceptionalism continue?
Equity

Anatomy of a Recession Update: Can US exceptionalism continue?

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.

Assessing equity volatility and recession risk: Is now the time to take action?
Multi-Asset

Assessing equity volatility and recession risk: Is now the time to take action?

Is it time to make changes to portfolio allocations due to the current equity market volatility? The Franklin Templeton Investment Solutions team discusses the factors driving the recent selloff, the probability of a recession in the United States and what their strategy is given market conditions.