Whether a stock market bubble is forming has become a key debate for investors. We believe a boom may be ahead, driven by a favourable policy mix and a healthy consumer supporting earnings growth.
On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton
Investment Strategist Jeff Schulze, CFA, and Investment Strategy Analyst Josh Jamner, CFA, discuss the likely trajectory of inflation in 2022 and the good news for long-term equity investors in the face of rising interest rates.
To learn more about the Anatomy of a Recession, click the button below to view the latest AOR update.
Whether a stock market bubble is forming has become a key debate for investors. We believe a boom may be ahead, driven by a favourable policy mix and a healthy consumer supporting earnings growth.