Beyond Bulls & Bears

Then and Now: Mortgage-Backed Securities Post-Financial Crisis
Fixed Income

Then and Now: Mortgage-Backed Securities Post-Financial Crisis

“As the Fed stops buying, we expect that will leave a greater supply of mortgage-backed securities (MBS) for the market to absorb. Now, the question is, who’s going to be the marginal buyer of MBS?” – Paul Varunok, Franklin Templeton Fixed Income Group

CEO View: What’s Changed 10 Years After the Global Financial Crisis?
Perspectives

CEO View: What’s Changed 10 Years After the Global Financial Crisis?

At Franklin Templeton’s recent Global Investor Forum in New York, our CEO Greg Johnson participated in a panel discussion with three other CEOs in the financial services industry: James Gorman of Morgan Stanley; Jay Hooley of State Street and Barry Stowe of Jackson National Life. They discussed some of the changes in the markets that have occurred in the 10 years since the global financial crisis, what they learned—and what might trigger the next crisis.

Will 2018 be a Banner Year for US Bank Stocks?
Equity

Will 2018 be a Banner Year for US Bank Stocks?

“In our view, select large-capitalization US banks are likely to benefit from a growing US economy, higher interest rates and a less-restrictive regulatory environment. As a result, we think they have room to increase dividends and stock buybacks as earnings improve and capital is freed up.” – Matt Quinlan, Franklin Equity Group

Lessons Learned from the Global Financial Crisis
Multi-Asset

Lessons Learned from the Global Financial Crisis

“We believe it’s difficult for any investor to time the market. We prefer to take a more disciplined approach to investing by sticking with a set mix of global stocks and bonds, rebalancing from quarter to quarter, regardless of market conditions.” – Tony Coffey, Franklin Templeton Multi-Asset Solutions