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

Oct 20, 2025

Jeff Schulze from ClearBridge Investments discusses the potential for Fed interest-rate cuts and why he's leaning a bit hawkish. He also compares today's market dynamics to the late 1990s tech boom and shares his thoughts on the Magnificent Seven and global equity performance.