![]() ![]() A tight labor market, strong consumer spending and economic strength across several industries have driven inflation but are also generally positive for economic activity. ![]() Inflationary pressures may not be the deathblow for the US economy that many expected. We believe strong underlying forces carrying the US economy forward, continued investment in real assets and growth in Japan can provide a beacon for investors in the back half of the year. Regardless of the market environment, we believe there are three main themes emerging for the final months of 2023. Some investors and economists believe the specter of a US recession still lurks on the horizon. Investors are navigating geopolitical and economic challenges in the United States and abroad. By Christian Correa, CFA, Chief Investment Officer, Franklin Mutual SeriesĬhristian Correa, Chief Investment Officer of Franklin Mutual Series, discusses his team’s top three themes for the back half of 2023: a less-gloomy US macroeconomic outlook, real asset investment and Japan’s rising sun. ![]()
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