Talking Markets with Franklin Templeton

Jonathan Curtis, portfolio manager and Chief Investment Officer of Franklin Equity Group, joins us to discuss the next potential breakthroughs in artificial intelligence (AI), areas that are likely to see growth in the space, and why he believes that AI efficiency gains are not accurately captured in market valuations at this time.

ClearBridge Investments’ Jeff Schulze reviews the two indicator upgrades on the Recession Risk Dashboard and shares his views on tariffs, US Treasuries, and why equity markets may see some choppiness over the next few months.

Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, shares some key takeaways from the Global Investment Management Survey and provides thoughts on the US equity market, consumer spending, and the potential for recession.

Jeff Schulze of ClearBridge Investments discusses the US labor market, reviewing the April jobs report and sharing his thoughts on GDP growth for the year. He also provides an update on the Recession Risk Dashboard and the potential opportunities within US equities.

We speak with Jeff Schulze of ClearBridge Investments about the updates in the Recession Risk Dashboard and learn why he believes the odds of a potential recession have increased to 50%. And, he discusses the current position of the Federal Reserve, provides his base case on tariffs and covers how diversification is making a comeback.