Beyond Bulls & Bears

The Uncharted Greenspace in Small-Cap ESG
Equity

The Uncharted Greenspace in Small-Cap ESG

Lead Portfolio Manager Steve Raineri and ESG Lead John Chow of the Franklin Small-Cap Value Team within Franklin Mutual Series discuss small company ESG investing, why it presents an opportunity and how ESG analysis helps investors become better stewards of client capital.

As Rates Rise, Financials Can Shine
Equity

As Rates Rise, Financials Can Shine

Mutual Series’ analysts see value opportunities in the financials sector as the interest-rate environment turns more favorable in the United States and European banks see greater clarity about the impact of the Russia-Ukraine war.

Quick Thoughts: Energy Prices—Over the Barrel
Equity

Quick Thoughts: Energy Prices—Over the Barrel

Head of Franklin Templeton Investment Institute, Stephen Dover, hosted a special webinar to discuss rising oil prices and the fundamentals that would impact them in the future. Here are the key takeaways from his conversation with Frederick Fromm, Portfolio Manager and Energy Sector Research Analyst for Franklin Equity Group.

Clearing the Inbox: ETFs that Hold only Russian Equities
Emerging Markets

Clearing the Inbox: ETFs that Hold only Russian Equities

Exchange-Traded Funds (ETFs) holding only Russian equities have had creations suspended and trading halted since the war in Ukraine commenced. David Mann, Head of Global ETF Capital Markets, addresses the most commonly asked questions on these events.

On My Mind: The US Dollar and the Retreat from Globalization
Fixed Income

On My Mind: The US Dollar and the Retreat from Globalization

With the war taking a tragic toll in Ukraine and triggering a major shift in the geopolitical and economic order, Franklin Templeton Fixed Income CIO Sonal Desai discusses the implications for the US dollar’s status as dominant reserve currency, and for the pace of the energy transition.

Russia-Ukraine War Heightens Supply Chain and Inflation Woes
Multi-Asset

Russia-Ukraine War Heightens Supply Chain and Inflation Woes

The Russian invasion of Ukraine has affected many parts of the global economy, in particular the global supply chain of key commodities. Franklin Templeton Investment Solutions explores the investment implications.

Quick Thoughts: Staying Ahead of Environmental, Social and Governance (ESG) Risks and Opportunities
Perspectives

Quick Thoughts: Staying Ahead of Environmental, Social and Governance (ESG) Risks and Opportunities

Head of the Franklin Templeton Investment Institute, Stephen Dover, recently hosted a sustainable investing roundtable.

Energy Markets in View
Equity

Energy Markets in View

Consumers were feeling the pinch of higher energy prices even before Russia invaded Ukraine. Energy prices have surged to multi-year or record highs amid the war, and many are wondering if they still have further to go. Here, Franklin Equity Group’s Frederick Fromm shares his latest views on investing in the sector.

Meet the Manager: Bonnie Wongtrakool
Perspectives

Meet the Manager: Bonnie Wongtrakool

As a young girl with dreams of a career in finance, Western Asset’s Bonnie Wongtrakool is a prime example of manifesting one’s future success—but not without putting in the work to make it happen. Today, she helps mentor other young women hoping to follow in her footsteps. Here, we get to know Bonnie.

Is Brazil Compellingly Out of Sync?
Perspectives

Is Brazil Compellingly Out of Sync?

The Russia-Ukraine war has led to a surge in commodity prices, which means Brazil, a key commodity exporter, stands to benefit. Here, Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, explores the outlook for Brazilian equities in light of recent events.

The Inflationary Shock of the Russia-Ukraine Crisis
Fixed Income

The Inflationary Shock of the Russia-Ukraine Crisis

Russia’s invasion of Ukraine has ramifications for global inflation and growth, according to Franklin Templeton Fixed Income. The team examines the dynamics underlying energy and certain agricultural commodities to explore the inflation implications.

Quick Thoughts: What Russia’s Power Play in Ukraine Means for Investors
Perspectives

Quick Thoughts: What Russia’s Power Play in Ukraine Means for Investors

We recently hosted a special edition of our “What Our Managers Think” panel discussion to address the current situation in Ukraine. Participants included Kim Catechis, Investment Strategist for the Franklin Templeton Investment Institute, Scott Glasser, Chief Investment Officer at ClearBridge Investments, Dr. Michael Hasenstab, Chief Investment Officer at Templeton Global Macro, and Dr. Andreas Billmeier, European Economist for Western Asset.