Beyond Bulls & Bears

The rerating horserace
Equity

The rerating horserace

Amit Dholakia of Franklin Mutual Series explains why some US capital goods companies may be off to the races after years of merely plodding along.

Quick Thoughts: Investment Ideas—Getting cash off the sidelines
Fixed Income

Quick Thoughts: Investment Ideas—Getting cash off the sidelines

Is it time to move out of cash? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Julien Scholnick, Portfolio Manager, Western Asset Management, and Joanne Driscoll, Portfolio Manager and Head of Short-Term Liquid Markets, Putnam Investments, to answer this question and examine the opportunities within the fixed income space.

Spot bitcoin ETF premiums/discounts—time to check VAR
ETFs

Spot bitcoin ETF premiums/discounts—time to check VAR

Premiums and discounts are a popular metric to gauge the trading health of an exchange-traded fund (ETF). David Mann, our Head of Global ETFs Product and Capital Markets, updates his views on this metric with football (aka soccer) analogies from across the pond.

Driving convergence between retirement and wealth
Education

Driving convergence between retirement and wealth

Legislation is driving a renewed focus on workers without workplace savings plans, creating opportunities for both wealth advisors and retirement specialists. Our Retirement Strategist Mike Dullaghan discusses the trends.

Quick Thoughts: Spring cleaning
Multi-Asset

Quick Thoughts: Spring cleaning

Stocks, bonds, currencies and commodities have made significant moves in the past few months. Find out what factors to consider when deploying or redeploying capital from Franklin Templeton Institute’s Stephen Dover.

On My Mind: The Fed, the Treasury and a fistful of dollars
Fixed Income

On My Mind: The Fed, the Treasury and a fistful of dollars

Franklin Templeton Fixed Income CIO Sonal Desai discusses why persistently loose fiscal policy, relentless price pressures and resilient economic growth may cause a problem for the US Federal Reserve—and explains the implications for bond yields.

Quick Thoughts: Fed hawks will fly lower—eventually
Perspectives

Quick Thoughts: Fed hawks will fly lower—eventually

Although there were no huge surprises coming out of the recent Fed meeting, it may have provided hints on what the FOMC is thinking about future monetary policy changes. Franklin Templeton Institute analyzes the Fed’s statement and press conference.

Evolving Fed expectations and asset-allocation implications
Multi-Asset

Evolving Fed expectations and asset-allocation implications

With continued economic growth and elevated inflation levels, the Fed keeps delaying interest-rate cuts. The Franklin Templeton Investment Solutions team provides a historical analysis to make sense of the Fed rate cycle and what it implies for multi-asset investors.

Consider a reset of college savings with a 529 plan
Education

Consider a reset of college savings with a 529 plan

Understanding the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts. Our Wealth Planning Director Bill Cass highlights several reasons to consider this strategy.

Alternative Allocations: Due diligence meetings
Alternatives

Alternative Allocations: Due diligence meetings

How and why more advisors are tapping into alternatives—Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute, shares insights from a recent gathering.

Meet the Manager: Joanne Driscoll
Perspectives

Meet the Manager: Joanne Driscoll

Morningstar has named Joanne Driscoll, Head of Short Term Liquid Markets for Franklin Templeton Fixed Income, one of its top female fund managers of 2024. Joanne recently joined Franklin Templeton following the company’s merger with Putnam Investments. Get to know more about Joanne in this Q&A.