Market Volatility

ClearBridge Investments believes the outlook for infrastructure in 2026 remains robust, driven by the accelerating demand for power and data fueled by AI.

In this month’s Allocation Views, Franklin Templeton Investment Solutions suggests a cautious optimism on equities despite recent market volatility.

Policy has recently had positive effects on Chinese equities, in the view of Templeton Global Investments. The group also describes potential risks in China as well as progress toward a US-India trade agreement.

Despite tariff uncertainties, Templeton Global Macro highlights Asia-Pacific and Latin America as potential areas of opportunity in this month’s Global Macro Insights.

On this month’s Talking Markets podcast, Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses the latest US economic outlook and provides insights on the Recession Risk Dashboard. Despite a federal government shutdown delaying official data releases, Jeff shares the alternative indicators he's using and why he thinks they point to continued economic resilience, strong corporate earnings, and a resilient consumer.

Three things to watch this month from Templeton Global Investments: Trade truce, Korean semiconductor demand and Latin American elections.