Beyond Bulls & Bears

Digging Deep for Value in Volatility
Equity

Digging Deep for Value in Volatility

Selloffs like those seen recently in US equities have provided a respite from soaring share prices for deep value investors, and they have been ...

QE, Parallel Universes and the Problem with Economic Growth
Alternatives

QE, Parallel Universes and the Problem with Economic Growth

What do quantum mechanics and the theory of relativity have to do with global central bank policy? Years of aggressive central bank policies ...

Rising US Dollar a Mixed Bag for World’s Currencies
Fixed Income

Rising US Dollar a Mixed Bag for World’s Currencies

After years in the doldrums, the US dollar may be ready for a durably strong rally. Programs enacted by the Federal Reserve Bank (Fed) in the wake ...

Global Economic Perspective: October
Fixed Income

Global Economic Perspective: October

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

A Treasury Market Disconnect
Fixed Income

A Treasury Market Disconnect

As the US economy continues to show signs of strength and the US Federal Reserve (Fed) continues to wind down its quantitative easing (QE) ...

The Eurozone Plots Its Long Road to Recovery
Fixed Income

The Eurozone Plots Its Long Road to Recovery

Growth in much of Europe is slow—some observers even say the economy is moving sideways. Lately, the eurozone seems to have more in common with ...

Rethinking Core Fixed Income in a Rising-Rate Environment
Fixed Income

Rethinking Core Fixed Income in a Rising-Rate Environment

Michael Hasenstab, chief investment officer, Global Bonds, Franklin Templeton Fixed Income Group®, says it is time for fixed income investors to ...