Preview Mode Links will not work in preview mode

Global perspectives and local insights from our investment teams. © 2026 Franklin Templeton. https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info

  1. All Episodes
  2. 2026
  3. 05

Anatomy of a Recession Update: Jevons paradox predicts no AI “job apocalypse”

May 28, 2026

Jeff Schulze of ClearBridge Investments joins host John Przygocki to assess the health of the US economy. He points to a resilient Q1 GDP reading, strong jobs data and earnings growth in estimating a 30% recession probability. He cites the Jevons paradox to explain why he doesn’t fear an AI “job apocalypse.” And...

Read More

Small caps deserve a closer look

May 14, 2026

In this episode of Talking Markets, Franklin Templeton Institute's Chris Galipeau and Royce's Frank Gannon examine the current opportunity in small cap equities. Against a resilient US economic backdrop, they highlight the recent outperformance of small cap equities driven by accelerating earnings growth, attractive...

Read More