Beyond Bulls & Bears

To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress
Multi-Asset

To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress

Some investors use a set-it-and-forget-it approach to their portfolios, but there are times when the asset mix may need to be recalibrated to achieve one’s goals. Here, Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette discuss the importance of rebalancing one’s portfolio, especially during times of market turmoil, and how different types of investors can accomplish the task.

PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis
Fixed Income

PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis

The coronavirus crisis has brought a number of uncertainties, including what will happen in the aftermath. Will economic growth quickly rebound? Will there be lasting societal changes? In our latest “Talking Markets” podcast, Dr. Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, offers his take—and some considerations for investors.

Don’t Forget About Your Other Retirement Plan
Education

Don’t Forget About Your Other Retirement Plan

As headlines revolve around the impact of the coronavirus and the costs of government spending packages to keep the economy afloat, the state of Social Security is one thing we can find at least some assurance in, says Gail Buckner, our personal retirement and financial planning strategist. She takes a look at the latest Social Security Trustees’ Report, released on April 22.

Municipal Bond Perspective: Where We Go from Here
Fixed Income

Municipal Bond Perspective: Where We Go from Here

The Franklin Municipal Bond Department shares why they think the muni bond market is likely to show signs of distress and elevated volatility for some time.

Quick Thoughts: Oil Markets Are Lacking Energy
Equity

Quick Thoughts: Oil Markets Are Lacking Energy

Why did oil futures contracts turn negative for the first time ever? Our Head of Equities Stephen Dover gives his take.

Fixed Income View: A Crisis Like No Other
Fixed Income

Fixed Income View: A Crisis Like No Other

When times of turmoil hit, most investors become risk-averse, seeking safety over opportunity for higher returns. The coronavirus-driven crisis is no different in that regard. However, John Beck, our director of fixed income, London, sees some striking differences between this and other crises, and offers some thoughts on where he thinks taking some risk today might make sense.

PODCAST: Rescuing the Economy: Impacts of Massive Fiscal and Monetary Stimulus
Fixed Income

PODCAST: Rescuing the Economy: Impacts of Massive Fiscal and Monetary Stimulus

Is history repeating itself or is the coronavirus crisis something completely different? In our latest "Talking Markets" podcast, Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, explains how the current global economic and market environments differ from past crisis periods. She also outlines how she sees different recovery scenarios playing out across the United States and around the world.

Quick Thoughts: Promising COVID-19 Research Underway
Equity

Quick Thoughts: Promising COVID-19 Research Underway

Following the race to find a potential COVID-19 cure? Two of our senior investment leaders and a world immunology expert weigh in.

The Fed and Fixed Income ETFs: The ETF Issuer Spread Widens Further
LibertyShares

The Fed and Fixed Income ETFs: The ETF Issuer Spread Widens Further

As the ravages of the coronavirus reverberated through the global economy in March and into April, the Federal Reserve announced a number of measures to help provide relief to financial markets—one being the purchase of exchange-traded funds (ETFs). In the final post of a three-part discussion on the topic, our David Mann opines on the Fed’s inclusion of high-yield ETFs within these purchases.

K2 Advisors: Second Quarter Hedge Fund Strategy Outlook
Alternatives

K2 Advisors: Second Quarter Hedge Fund Strategy Outlook

The coronavirus pandemic has created a number of pricing dislocations within markets across the globe. In its second-quarter outlook, the K2 Advisors team takes a look at how hedge fund managers are navigating the current market environment and which strategies are finding opportunities from these dislocations.

Quick Thoughts: Focus on Consumers
Equity

Quick Thoughts: Focus on Consumers

Our Head of Equities Stephen Dover gives his take on what the continued business shutdown due to the COVID-19 pandemic could mean for US workers, particularly those who are not currently earning a paycheck. He also shares why oil prices could remain subdued for a bit longer, and why he thinks tech companies could come to the rescue of tech startups.

The First (and Worst!) Quarter is Over: 9 Steps to Take Now
Multi-Asset

The First (and Worst!) Quarter is Over: 9 Steps to Take Now

In the first quarter of 2020, stock markets across the globe experienced one of the worst quarters in the history of global financial markets. But maybe it’s time for investors to take a pause and do some strategic thinking, according to Franklin Templeton Multi-Asset Solutions’ Wylie Tollette and Gene Podkaminer. They offer some practical investment wisdom in these turbulent times.