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.
Featured product
ClearBridge Appreciation
Invests primarily in equity securities of U.S. companies. Typically focusing on medium and large cap companies, but may also invest in small cap companies. Seeks long-term capital appreciation potential in core equity holdings that strike a careful balance between reward and risk. Targets companies with effective management, superior earnings growth and strong or improving fundamentals.
US equity
Favor: Large-, mid- and small-cap stocks with a balanced mix of growth and value
Market outlook: Earnings growth is expected to broaden out beyond the Magnificent Seven, with broader earnings delivery across US equities in 2026
Franklin Dynatech Strategy
ClearBridge Dividend Strategy
Putnam Large Cap Value SMA
Franklin Small Cap Growth
International equity
Favor: Large-cap growth, large-cap value, emerging markets and Japan
Market outlook: Non-US equities remain cheap relative to US stocks despite outperforming in 2025 and so far in 2026
ClearBridge International Growth Strategy
ClearBridge International Value
Templeton Emerging Markets Equity Fund
Fixed income
Favor: Short duration, high yields and municipal bonds
Market outlook: Municipal bonds, short duration and corporate credit will benefit from solid fundamentals and elevated yield levels in 2026
BrandywineGLOBAL – High Yield Fund
Western Asset Short Duration High Income Fund
Western Asset Ultra-Short Income Fund
Franklin High Yield Tax-Free Income Fund
Dynamic Income Series – Models
Available on the Lifetime Investment Program platform.