Beyond Bulls & Bears

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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 ...

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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 ...

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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 ...

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Fixed Income

Global Economic Perspective: October

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

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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) ...

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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 ...

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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 ...