Beyond Bulls & Bears

Income opportunities in an evolving investment landscape
Multi-Asset

Income opportunities in an evolving investment landscape

The investment landscape continues to evolve as the Federal Reserve responds to economic data. Ed Perks, Chief Investment Officer of Franklin Income Investors, explores the impact of these changes on the fixed income and equity markets and offers insights regarding opportunities in different asset classes.

Great Expectations: Aligning on workplace benefits
Education

Great Expectations: Aligning on workplace benefits

The fourth edition of Franklin Templeton’s “Voice of the American Workplace” survey included the perspectives of both employers and workers. The 2024 survey found US workers are prioritizing higher compensation and the ability to save more for retirement. At the same time, employers’ perceptions of what workers are seeking has diverged. In this piece, our Jacque Reardon shares findings from the survey and potential implications for employers.

Revitalized Japanese stock market fuels investor optimism
ETFs

Revitalized Japanese stock market fuels investor optimism

Promising signs of growth and reform in Japan are instilling investors with renewed optimism, revitalizing the country’s stock market. Dina Ting, Head of Global Index Portfolio Management for Franklin Templeton Exchange-Traded Funds, delves into these developments and sheds light on Japan’s expanding economic prospects.

AI-powered metaverse applications propelled tech stocks in 2023
ETFs

AI-powered metaverse applications propelled tech stocks in 2023

The metaverse's integration with another transformative technology, AI, boosted the performance of tech stocks in 2023. Marcus Weyerer, Senior ETF Investment Strategist, EMEA, for Franklin Templeton ETFs, delves into the industrial and consumer applications of the metaverse, the role of AI in enhancing these experiences, and the significant growth potential and investment opportunities this virtual world holds.

Consider This: Canals are becoming chokepoints
Perspectives

Consider This: Canals are becoming chokepoints

The importance of major canals to global trade cannot be underestimated. Franklin Templeton Institute’s Kim Catechis highlights some of the challenges they face, including militant attacks and climate change.

An opportunity for REITs to shine in 2024
Equity

An opportunity for REITs to shine in 2024

The REIT sector has faced many challenges over the past few years, including COVID-related closures and tightening monetary policy. Franklin Equity Group Portfolio Managers Blair Schmicker and Daniel Scher discuss how a return to pre-pandemic monetary policy could mean a promising 2024 for publicly traded real estate.

Quick Thoughts: Demographics are not destiny
Perspectives

Quick Thoughts: Demographics are not destiny

More than just demographics, Head of Franklin Templeton Institute Stephen Dover and Investment Strategist Kim Catechis think education and government policy are of critical importance to economic growth.

On My Mind: Inflation—The Fed’s sticky wicket
Fixed Income

On My Mind: Inflation—The Fed’s sticky wicket

Franklin Fixed Income CIO Sonal Desai discusses why the January inflation print confirms that the “last mile” of disinflation may prove to be a lot harder than markets expect, and investors should brace for more volatility and a possible move of 10-year Treasury yields back in the 4.25%-4.50% range.

Quick Thoughts: Investment Ideas—Is cash at a tipping point?
Fixed Income

Quick Thoughts: Investment Ideas—Is cash at a tipping point?

Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Michael Buchanan, Co-Chief Investment Officer, Western Asset Management, and Brendan Circle, Portfolio Manager, Franklin Income Investors. The group considered the current market environment as it pertains to cash in client portfolios. Has cash reached a tipping point?

Alternative Allocations: Evaluating and allocating to alternatives
Alternatives

Alternative Allocations: Evaluating and allocating to alternatives

Franklin Templeton’s Tony Davidow sits down with Jackie Klaber, Head of Alternative Investments at Rockefeller Capital Management, to discuss approaches to allocating to alternatives, and ways to better understand the role alternatives play in a portfolio.

Anatomy of a Recession update: Changes in our dashboard
Equity

Anatomy of a Recession update: Changes in our dashboard

The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the United States and the overall state of the economy.