Beyond Bulls & Bears

The Real Risk in Today’s Global Markets
Perspectives

The Real Risk in Today’s Global Markets

While some observers might worry that the current global economic cycle is ending, Templeton Global Macro CIO Michael Hasenstab characterizes the slowing growth we are experiencing as a cyclical slowdown, not the end of the cycle. He is more concerned with the political vulnerabilities he’s seeing in the global economy today, and says the world’s increasing fragmentation due to populist policies is a major concern.

K2 Advisors: It’s the End of the Fed’s World as We Know It
Alternatives

K2 Advisors: It’s the End of the Fed’s World as We Know It

Market volatility returned with a vengeance towards the end of 2018, with numerous uncertainties invoking memories of the Great Recession. K2 Advisors’ Robert Christian and Brooks Ritchey believe the most recent turmoil has been a function of some asset-price distortions stemming from central bank actions. They explain what it all means for investors—and for hedge-fund vehicles in particular.

Slowdown Doesn’t Mean Stop. Our View on US Interest Rates, Inflation and China
Fixed Income

Slowdown Doesn’t Mean Stop. Our View on US Interest Rates, Inflation and China

While the US Federal Reserve (Fed) decided to leave interest rates unchanged at its January policy meeting, the market seems to be thinking the Fed may press pause for an extended period. A prolonged US government shutdown has heightened concerns the economy could be at a tipping point, but Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income Group, weighs in on why the notion the Fed won’t raise rates at all this year “is misguided.”