Beyond Bulls & Bears

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Fixed Income

Reading Fed Tea Leaves

Monetary policy is of keen interest to fixed income investors, and the US Federal Reserve (Fed) has been known to be particularly obtuse when it ...

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Equity

A Revolutionary Idea: Investing in Europe (even Russia)

The eurozone appeared to have emerged from a prolonged recession when conflict in Ukraine intensified earlier this year with Russia’s annexation ...

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Alternatives

“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates

Caution has been the dominant sentiment among investors in recent times even as equities have continued to march along. But as the prospect of ...

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Fixed Income

Global Economic Perspective: September

Perspectives From the Franklin Templeton Fixed Income Group® Christopher Molumphy Michael Materasso Roger Bayston Michael Hasenstab John Beck US ...

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Equity

Will the Russia-Ukraine Crisis Chill Europe’s Recovery?

As the crisis in Ukraine and resulting geopolitical tensions between Russia and the West continues with no durable solution yet, many investors ...

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Fixed Income

ECB Measures Highlight Draghi’s Determination

The reduction in eurozone interest rates announced on September 4 by European Central Bank (ECB) President Mario Draghi came as a bit of a ...

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Equity

Are US Stocks Reacting Rationally?

When major market indexes reach new heights, some investors may become wary. Given that the US stock market has enjoyed robust total returns over ...