Beyond Bulls & Bears

Communications breakdown: The great subscriber shuffle
Equity

Communications breakdown: The great subscriber shuffle

In the first of a two-part series on the communications services sector, Mandana Hormozi of Franklin Mutual Series breaks down the streaming wars and uncovers hidden opportunities she sees within the rubble.

Boris Johnson resigns: What’s next for markets?
Fixed Income

Boris Johnson resigns: What’s next for markets?

Our Head of European Fixed Income, David Zahn, weighs in on the market implications of the resignation of UK Prime Minister Boris Johnson.

PODCAST: Looking beneath the surface of monetary policy tightening
Perspectives

PODCAST: Looking beneath the surface of monetary policy tightening

Thought leaders from Franklin Templeton and our specialist investment managers discuss how the largest Fed hike in nearly three decades, along with the possibility of subsequent significant hikes, could impact US markets and the economy. Plus, which developed and emerging markets face the most challenging economic and investing environments. 

On my mind: The Fed capitulates
Fixed Income

On my mind: The Fed capitulates

The Fed raised interest rates by 75 basis points in its June policy meeting, acknowledging continued upside surprises on inflation, inflation expectations and wage growth. It also de facto abandoned forward guidance. It was a reminder that economic data eventually rule the day, says Franklin Templeton Fixed Income CIO Sonal Desai. She argues this is a welcome but only partial move to a more realistic stance, and discusses why further hawkish surprises likely lie ahead.

Turbulence ahead
Perspectives

Turbulence ahead

The US Fed just made the biggest interest-rate increase since 1994. Should we be worried? Stephen Dover, Head of Franklin Templeton Institute, discusses the rising risk of a recession.

Accidents, safety nets and ETFs
ETFs

Accidents, safety nets and ETFs

What do auto accidents have to do with trading exchange-traded funds? Buckle up as David Mann explains some good practices to hopefully avoid a “bad” trade.

Food innovation and sustainability
Perspectives

Food innovation and sustainability

According to Anne Simpson, Franklin Templeton’s Global Head of Sustainability, feeding a growing global population in the midst of climate change, geopolitical shocks, and uncertainty over the coming decades requires innovation in food and agricultural technologies. Understanding investment and impact is what sustainability is all about: taking care of people, the planet and prosperity.

The future of food is technology
Perspectives

The future of food is technology

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty. Head of the Institute, Stephen Dover, looks at the future of food and the innovation and technology that will be needed to safely produce and distribute the food we need from the perspective of an investor.

ECB jumps on the bandwagon to start hiking rates
Fixed Income

ECB jumps on the bandwagon to start hiking rates

The European Central Bank held its June meeting this past week, and while it didn’t raise interest rates this time, it signaled rate hikes would begin in July. David Zahn, our Head of European Fixed Income, offers his take on the meeting, noting the central bank has turned more hawkish than many expected.

Saving for college: Start small, but start now
Education

Saving for college: Start small, but start now

Graduation season provides an important reminder of the high costs of a college education. Sandra Palmer, Head of 529 Distribution at Franklin Templeton, discusses how to finance a college education, how it’s similar to saving for other life goals, and how friends and family can get involved.

Quick thoughts: Navigating uncertainty in a rapidly changing world
Perspectives

Quick thoughts: Navigating uncertainty in a rapidly changing world

Thoughts on recent market volatility and implications for investors from Head of Franklin Templeton Institute, Stephen Dover.

Making the case for municipal bonds despite recent volatility
Fixed Income

Making the case for municipal bonds despite recent volatility

The first half of the year has so far been challenging for investors in municipal bonds. Ben Barber, Director, Municipal Bonds, Franklin Templeton Fixed Income, shares his latest outlook and reasons for optimism.