Beyond Bulls & Bears

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?
Fixed Income

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself? Will rising rates cause a recession? Stephen Dover, Head of Franklin Templeton Investment Institute, sat down with Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai and Western Asset Portfolio Manager and Research Analyst John Bellows to discuss the investment landscape considering today’s geopolitical and economic challenges.

Fed Pivot Becomes Fed Prayer
Multi-Asset

Fed Pivot Becomes Fed Prayer

The US Federal Reserve is turning increasingly hawkish—hiking rates fast enough to slow inflation while maintaining economic growth will be a monumental task. The Franklin Templeton Investment Solutions team opines on what to expect from the Fed and gauges whether it is already behind the curve.

Gold, Inflation and Geopolitical Tensions
Equity

Gold, Inflation and Geopolitical Tensions

Many investors see gold as a sort of haven in times of turmoil, and prices have surged amid Russia’s invasion of Ukraine. Franklin Equity Group Portfolio Manager Steve Land outlines how his team approaches investing in the metals sector, and why smaller gold producers in particular look appealing.

On My Mind: The Fed Takes the Red Pill
Fixed Income

On My Mind: The Fed Takes the Red Pill

The Fed struck a hawkish tone at its latest meeting, but Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai believes it still underestimates how far rates will likely need to rise—and so do the markets. She discusses what it will take to get inflation back under control, and how fixed income investors can position for the volatile rising-rate environment ahead.

The Uncharted Greenspace in Small-Cap ESG
Equity

The Uncharted Greenspace in Small-Cap ESG

Lead Portfolio Manager Steve Raineri and ESG Lead John Chow of the Franklin Small-Cap Value Team within Franklin Mutual Series discuss small company ESG investing, why it presents an opportunity and how ESG analysis helps investors become better stewards of client capital.

As Rates Rise, Financials Can Shine
Equity

As Rates Rise, Financials Can Shine

Mutual Series’ analysts see value opportunities in the financials sector as the interest-rate environment turns more favorable in the United States and European banks see greater clarity about the impact of the Russia-Ukraine war.

Quick Thoughts: Energy Prices—Over the Barrel
Equity

Quick Thoughts: Energy Prices—Over the Barrel

Head of Franklin Templeton Investment Institute, Stephen Dover, hosted a special webinar to discuss rising oil prices and the fundamentals that would impact them in the future. Here are the key takeaways from his conversation with Frederick Fromm, Portfolio Manager and Energy Sector Research Analyst for Franklin Equity Group.

Clearing the Inbox: ETFs that Hold only Russian Equities
Emerging Markets

Clearing the Inbox: ETFs that Hold only Russian Equities

Exchange-Traded Funds (ETFs) holding only Russian equities have had creations suspended and trading halted since the war in Ukraine commenced. David Mann, Head of Global ETF Capital Markets, addresses the most commonly asked questions on these events.

On My Mind: The US Dollar and the Retreat from Globalization
Fixed Income

On My Mind: The US Dollar and the Retreat from Globalization

With the war taking a tragic toll in Ukraine and triggering a major shift in the geopolitical and economic order, Franklin Templeton Fixed Income CIO Sonal Desai discusses the implications for the US dollar’s status as dominant reserve currency, and for the pace of the energy transition.

Russia-Ukraine War Heightens Supply Chain and Inflation Woes
Multi-Asset

Russia-Ukraine War Heightens Supply Chain and Inflation Woes

The Russian invasion of Ukraine has affected many parts of the global economy, in particular the global supply chain of key commodities. Franklin Templeton Investment Solutions explores the investment implications.

Quick Thoughts: Staying Ahead of Environmental, Social and Governance (ESG) Risks and Opportunities
Perspectives

Quick Thoughts: Staying Ahead of Environmental, Social and Governance (ESG) Risks and Opportunities

Head of the Franklin Templeton Investment Institute, Stephen Dover, recently hosted a sustainable investing roundtable.

Energy Markets in View
Equity

Energy Markets in View

Consumers were feeling the pinch of higher energy prices even before Russia invaded Ukraine. Energy prices have surged to multi-year or record highs amid the war, and many are wondering if they still have further to go. Here, Franklin Equity Group’s Frederick Fromm shares his latest views on investing in the sector.