Whether a stock market bubble is forming has become a key debate for investors. We believe a boom may be ahead, driven by a favourable policy mix and a healthy consumer supporting earnings growth.
On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton
Jeff Schulze explains why two straight quarters of US GDP contraction and a yellow signal for the ClearBridge Recession Risk Dashboard do not make recession a foregone conclusion and discusses how a soft landing for the economy could be still be achieved.
 
					
				Whether a stock market bubble is forming has become a key debate for investors. We believe a boom may be ahead, driven by a favourable policy mix and a healthy consumer supporting earnings growth.