On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton

Anatomy of a Recession Market Outlook Videos

2022 Inflation Outlook: Transitory or Structural?

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.

 

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U.S. Equity Outlook: Resilience to Keep Bull Market Intact

U.S. Equity Outlook: Resilience to Keep Bull Market Intact

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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