Beyond Bulls & Bears

PODCAST: Anatomy of Recession: Reasons Recovery Could Accelerate
Equity

PODCAST: Anatomy of Recession: Reasons Recovery Could Accelerate

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments, a Specialist Investment Manager of Franklin Templeton, discusses why ClearBridge’s exclusive Recession Risk Dashboard is flashing green—a strong signal for growth.

Quick Thoughts: This Time Is Different
Equity

Quick Thoughts: This Time Is Different

Our Stephen Dover gives his take on why Sir John Templeton might recognise today’s economic environment as another opportunity for active equity investors.

Volatility Is Not an Indicator of US Recession
Equity

Volatility Is Not an Indicator of US Recession

I believe when we look back through the rear-view mirror later this year, we will see this period as a growth pause in a long expansionary cycle.