Drawing on ClearBridge Investments’ Anatomy of a Recession and our Global Investment Management Survey, we’re sharing key insights and strategies for Primerica reps that are aligned with our market outlook. These insights aim to provide you with the timely intelligence needed to make informed decisions.
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Franklin Income Strategy
The Franklin Income strategy consists of a flexible approach to income and growth opportunities that seeks to provide a consistent stream of attractive monthly income, flexible allocation in pursuit of best opportunities, broad diversification across multiple asset classes managed by a seasoned management team. Watch: Five reasons why investors buy and hold Franklin Income Fund
US equity
Favor: Large-cap growth, large-cap value, small caps.
Market outlook: We expect the stock market to continue broadening out, with a sector focus on technology, industrials and health care.
Franklin Dynatech Strategy
ClearBridge Dividend Strategy
Franklin Equity Income Fund
Franklin Small Cap Growth Fund
International equity
Favor: Large-cap growth and large-cap value.
Market outlook: International equities remain cheap relative to US stock. We are bullish on Japan.
ClearBridge International Growth Strategy
Franklin Mutual International Value Fund
Fixed income
Favor: Short duration and high yield.
Market outlook: Shorter-duration fixed income will be in favor particularly during the first half of 2026 as rates come down modestly and slowly during the year. High-yield spreads are expected to modestly widen but remain relatively tight in a sector with low interest rate risk and high all-in yields.