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 fourth quarter market outlook (as of 9/30/2025). These insights aim to provide you with the timely intelligence needed to make informed decisions.
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Franklin Income
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 and large-cap value.
Market outlook: We expect the stock market to continue broadening out, with a sector focus on technology, financials and health care.
Franklin Dynatech Strategy
ClearBridge Dividend Strategy
Putnam Large Cap Value SMA
International equity
Favor: Large-cap growth and large-cap value.
Market outlook: International equities remain cheap relative to US stock. We are bullish on Europe, India and Japan.
ClearBridge International Growth Strategy
Franklin Mutual International Value Fund
Fixed income
Favor: Short duration and high yield.
Market outlook: Shorter-duration fixed income could broadly benefit from declining interest rates on the front end of the curve in 2025. High-yield spreads are expected to increase moderately in a sector with relatively low-interest rate risk and high all-in yield.