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 first quarter market outlook (as of 12/31/2025). 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.
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
Putnam Large Cap Value SMA
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.