Beyond Bulls & Bears

Quick Thoughts: The dangers of inertia
Perspectives

Quick Thoughts: The dangers of inertia

What does the concept of inertia have to do with portfolio allocations? Head of Franklin Templeton Institute Stephen Dover explains.

Don’t call this a Flash Crash!
ETFs

Don’t call this a Flash Crash!

US market structure was back in the news recently with several stocks experiencing irregular price movements on the morning of January 24. David Mann, Franklin Templeton’s Head of Global Exchange-Traded Funds (ETF) Product and Capital Markets, explains how this event relates to similar events ETFs have seen in the past.

“Managed accounts” is a terrible name
Education

“Managed accounts” is a terrible name

The retirement savings industry is at the dawn of a mega-trend that will define the next decade or more—personalization, according to Kevin Murphy, Franklin Templeton’s Head of Workplace Retirement Distribution.

US budget season implications for the muni market
Fixed Income

US budget season implications for the muni market

A slowdown in US economic activity this year is likely to impact most states, which could face budget deficits, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Municipal Bond Research. She outlines implications for the muni market.

K2 Hedge Fund Strategy Outlook: First quarter 2023
Alternatives

K2 Hedge Fund Strategy Outlook: First quarter 2023

The first half of 2023 is looking volatile, presenting an opportunity for tactical managers focused on equity selection, according to K2 Advisors. Read the team’s latest outlook.

Meet the Manager: Ryan Biggs
Perspectives

Meet the Manager: Ryan Biggs

Winning an award for stock-picking in elementary school, Ryan Biggs has extended his wins with a recent recognition from the Business Insider as one of the venture capital industry’s rising stars in 2022. He has also established a “scout program” to help young people get a head start in their careers just like he had received from his mentors. Get to know more about Ryan’s background as well as trends he’s excited about.

Quick Thoughts: How to avoid making a unicorn skeleton
Multi-Asset

Quick Thoughts: How to avoid making a unicorn skeleton

Stephen Dover, Head of Franklin Templeton Institute, crunches the data to decipher the odds of a US recession this year and the implications for investor portfolios.

On My Mind: Transitory tightening?
Fixed Income

On My Mind: Transitory tightening?

Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.

ETF trends to watch in 2023: Active munis, global appeal and dividend funds
ETFs

ETF trends to watch in 2023: Active munis, global appeal and dividend funds

With January being a month for prognostications, David Mann, Head of Global Exchange-Traded Funds (ETFs) Product and Capital Markets, shares his annual outlook for the ETF industry and key trends he sees taking shape in 2023.

Mid-Cap ETFs’ Moment
ETFs

Mid-Cap ETFs’ Moment

Dina Ting, our Head of Global Index Portfolio Management, offers her perspective on the allure of multifactor US mid-capitalization strategies for 2023.

Quick Thought: US financial services policies shift to rules, regulations, and executive actions
Perspectives

Quick Thought: US financial services policies shift to rules, regulations, and executive actions

The financial services outlook includes more oversight by the US Congress and states. Regulations and executive actions will likely affect housing policies, digital assets, and ESG (Environmental, Social and Governance) investing in 2023.

US Retirement Legislation and Regulation Bulletin: Fourth quarter 2022
Education

US Retirement Legislation and Regulation Bulletin: Fourth quarter 2022

We believe it is important to keep you informed on the latest proposals and regulations impacting the retirement industry, as well as implications to your business. As such, we are pleased to share the latest edition of the Retirement Legislation and Regulation Quarterly Bulletin, prepared by experts at Davis & Harman LLP.