On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton
Investment Strategist Jeff Schulze, CFA, and Investment Strategy Analyst Josh Jamner, CFA, discuss the likely trajectory of inflation in 2022 and the good news for long-term equity investors in the face of rising interest rates.
To learn more about the Anatomy of a Recession, click the button below to view the latest AOR update.
Capital spending and a resilient U.S. consumer are expected to sustain double-digit corporate profit growth in 2026, leading to positive yet more modest equity returns.
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