Beyond Bulls & Bears

A Dovish Fed Rate Hike
Fixed Income

A Dovish Fed Rate Hike

The US Federal Reserve raised interest rates for the fourth time this year, but with critics starting to question the central bank’s actions, will it take a tightening pause in 2019? Franklin Templeton Fixed Income Group’s Michael Materasso weighs in.

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

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

Why Fixed-Income Investors Shouldn’t Fret About Fed Tightening
Fixed Income

Why Fixed-Income Investors Shouldn’t Fret About Fed Tightening

"We view Fed tightening with a positive lens and believe there are still plenty of potential opportunities within the fixed-income landscape for investors.” - Christopher Molumphy, CIO, Franklin Templeton Fixed Income Group®.