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

Revisiting Corporate Credit amid Market Volatility
Multi-Asset

Revisiting Corporate Credit amid Market Volatility

“We are seeing firsthand how thriving corporate profitability has supported select corporate bonds at the fundamental level, seemingly in defiance of more aggressive US Federal Reserve policy and political and geopolitical challenges.” – Ed Perks, CIO of Franklin Templeton Multi-Asset Solutions

Shedding Light on the Utilities Sector
Equity

Shedding Light on the Utilities Sector

“We see many reasons to be optimistic about utilities today as we look out over the next 10, 20 or 30 years. In our view, most companies have established constructive regulatory relationships and should be able to adjust to the higher cost of capital assumptions that would develop due to rising interest rates.” – John Kohli, 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®.

Two Pillars Support US Growth: Consumers and Corporates
Equity

Two Pillars Support US Growth: Consumers and Corporates

With both the US economy and equity market recording generally solid growth since the financial crisis ended in 2009, some investors may be ...