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Talking Markets with Franklin Templeton

Talking Markets with Franklin Templeton

De: Franklin Templeton
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Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info© 2025 Franklin Templeton. All rights reserved. Economía
Episodios
  • Anatomy of a Recession Update: Conflict, volatility and opportunity

    Anatomy of a Recession Update: Conflict, volatility and opportunity
    Apr 14 2026

    Jeff Schulze of ClearBridge Investments joins host John Przygocki to assess recession risks, energy price shocks, market volatility, and investor concerns from AI and labor trends to private credit and market concentration. Schulze also explains why the current "wall of worry" can actually create long-term equity opportunities.
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    26 m
  • The opportunity in emerging markets today

    The opportunity in emerging markets today
    Apr 1 2026

    Brian Freiwald of Putnam Investments joins us to discuss the nature of emerging markets and how their behavior differs from the US equity market. He offers his views on the reasons to allocate to emerging markets, including insights on specific companies and the broader opportunity across emerging markets today.
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    22 m
  • Anatomy of a Recession Update: Geopolitical conflict and the US economy

    Anatomy of a Recession Update: Geopolitical conflict and the US economy
    Mar 12 2026

    Our host, John Przygocki, sits down with ClearBridge Investments' Jeff Schulze to assess the US economic outlook, evolving recession risks, and the market implications of escalating geopolitical tensions. The conversation spans inflation dynamics, the potential impact of oil price increases and Fed policy expectations, while also exploring AI disruption and providing an update on US equity markets.
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    24 m
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