Beyond Bulls & Bears

US Fed in Tough Spot as Market Clamors for Rate Cuts
Fixed Income

US Fed in Tough Spot as Market Clamors for Rate Cuts

The US Federal Reserve kept interest rates steady at its June meeting; it emphasized its data-driven approach to policy decisions but noted it believes the case for lower interest rates to be strengthening. Franklin Templeton Fixed Income CIO Sonal Desai offers her take on the meeting, and why the Fed might actually be exacerbating market volatility ahead.

PODCAST: Unlocking Innovation: Strategies from Silicon Valley CEOs
Perspectives

PODCAST: Unlocking Innovation: Strategies from Silicon Valley CEOs

Most companies want to be innovators in their field, but how does a company foster innovation? In our latest “Talking Markets” podcast, a panel of accomplished Silicon Valley CEOs—including Franklin Templeton’s Greg Johnson—discuss how to drive and nurture a culture of innovation within their employees.

Should Markets Heed Recession Warnings?
Multi-Asset

Should Markets Heed Recession Warnings?

Our Multi-Asset Solutions CIO Ed Perks discusses how markets are reacting to the possibility of a US recession, and explains why he favors a defensive stance. Read more.

Trade War: The Second Front
Equity

Trade War: The Second Front

“In our view, both the China and Mexico trade wars could be long-drawn affairs, as both fronts (jobs/immigration) cater to President Trump’s voter base, and the president has bipartisan support for the one with China.” – Stephen Dover, Head of Equities

The EU: Singing from 28 Hymn Sheets
Fixed Income

The EU: Singing from 28 Hymn Sheets

What’s the investment lesson in Europe’s recent parliamentary elections? Our Fixed Income CIO Sonal Desai says it’s differentiation. Read more of what’s on her mind about this topic. 

Municipal Bonds: When Full Faith and Credit Falls Flat
Fixed Income

Municipal Bonds: When Full Faith and Credit Falls Flat

Once upon a time, US municipal bonds were generally considered less risky than corporate bonds. Backed by the full faith and credit of state governments, investors had confidence they would receive their principal plus interest without fail. Times have changed. For some states and local governments, decades of financial mismanagement and massive pension liabilities are threatening to upend the full faith and credit pledge. In this article, Franklin Templeton Fixed Income takes a look at the situation, with Illinois being an example of a particularly dire case.

European Parliamentary Elections: A Barometer of European Thinking?
Fixed Income

European Parliamentary Elections: A Barometer of European Thinking?

European parliamentary elections don’t typically generate international headlines, but with the wrinkle of Brexit still unsettled, this time they are front and center. Our David Zahn weighs in.

FOMO? Investors Fear Missing Out as Companies Stay Private for Longer
Equity

FOMO? Investors Fear Missing Out as Companies Stay Private for Longer

Many companies are staying private for longer before deciding to go public—if they do so at all. But what does that mean for investors? Our Head of Equities, Stephen Dover, says the type of gains many stocks have seen right after their public-market launches could be a thing of the past. He also makes the case that this private-for-longer trend favors active managers who can invest in these companies at a potentially faster stage of growth.

May Confirms Departure Date, but What Could It Mean for Investors?
Fixed Income

May Confirms Departure Date, but What Could It Mean for Investors?

“We calculate there would be no time for May’s successor to renegotiate a fresh deal with Brussels, so we think is more likely the UK could leave the EU without a deal.” David Zahn, Head of European Fixed Income.

On My Mind: Embracing Tech Disruption—Four Lessons For Fixed Income Investors
Fixed Income

On My Mind: Embracing Tech Disruption—Four Lessons For Fixed Income Investors

 The impact of innovation on productivity, economic growth and global trade will be more profound than most people realize, according to Franklin Templeton Fixed Income CIO Sonal Desai. She shares her thoughts on the subject and other key takeaways from our annual Global Investment Forum in San Francisco.

Financial Wellness: Are College Costs Impacting Your Retirement?
Education

Financial Wellness: Are College Costs Impacting Your Retirement?

Recent statistics on student loan debt have found some rather alarming trends. Not only are many parents prioritizing the financing of college for their children over their own retirement, but some are still paying off their own student debt—even into their 60s. Franklin Templeton’s Mike O’Brien, Roger Michaud and Drew Carrington recently sat down to discuss the intersection of college and retirement savings goals, and how employers are actually offering some solutions to help manage both.

US/China Trade Tensions Are Testing Investors’ Nerves
Equity

US/China Trade Tensions Are Testing Investors’ Nerves

The war of words between the Trump administration and China threatens to break out into a full-scale trade war. Franklin Templeton Head of Equities, Stephen Dover, considers the reaction of global investors and puts the current US stock market environment into perspective. And he considers some other issues that are contributing to markets’ cautious sentiment.