Beyond Bulls & Bears

Meet the manager: Wylie Tollette
Perspectives

Meet the manager: Wylie Tollette

Discovering commodity futures markets while pursuing his degree in agricultural economics, Franklin Templeton Investment Solutions’ new Chief Investment Officer Wylie Tollette has continued to grow from the different job and educational experiences he’s had over the years. In his current role, he is most excited about the democratization of private assets and helping his team succeed. In this Q&A, we get to know more about Wylie.

Quick thoughts: Investing for the next decade
Perspectives

Quick thoughts: Investing for the next decade

Franklin Templeton recently hosted an investment forum in Singapore, and much of the dialog pointed to a growing gap in growth outlook emerging between Asia and the West. Stephen Dover shares some key takeaways from the forum.

Evolution & revolution: Five technology megatrends impacting society
Perspectives

Evolution & revolution: Five technology megatrends impacting society

Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon. Read more from Sandy Kaul, Head of Digital Assets and Industry Advisory Services:

Quick thoughts: De-globalization—Myth or reality?
Perspectives

Quick thoughts: De-globalization—Myth or reality?

Is globalization truly dead? Stephen Dover, head of Franklin Templeton Institute, explores what drives globalization, whether we are currently in a “de-globalization” wave—and what it means for investors.

The value of dividends in any season
Equity

The value of dividends in any season

Franklin Mutual Series believes dividend payers can give value investors better total returns over the longer term.

PODCAST: Anatomy of a recession: Remain patient amid market gyrations
Equity

PODCAST: Anatomy of a recession: Remain patient amid market gyrations

We discuss the potential economic and market impacts of the US midterm elections, get perspective on the Fed's actions against inflation, and review the current ClearBridge Recession Risk Dashboard with ClearBridge Investments’ Jeff Schulze.

Quick thoughts: An expanding universe in a volatile world—A focus on private real estate and private credit
Alternatives

Quick thoughts: An expanding universe in a volatile world—A focus on private real estate and private credit

According to a recent webinar hosted by the Franklin Templeton Institute, private markets offer opportunities in the current challenging environment. Stephen Dover, head of Franklin Templeton Institute, shares his key takeaways from the webinar.

Sustainability matters: The US prioritizes climate change
Multi-Asset

Sustainability matters: The US prioritizes climate change

Inflation Reduction Act (IRA), climate and multi-asset implications—Franklin Templeton Investment Solutions examines the IRA from an investment lens.

Quick thoughts: Midterms and markets
Multi-Asset

Quick thoughts: Midterms and markets

While a divided US government may look appealing, there are long-term risks amid resulting gridlock, according to Head of Franklin Templeton Institute Stephen Dover. Read his thoughts on the US midterm elections.

Quick thoughts: The search for hidden opportunities
Multi-Asset

Quick thoughts: The search for hidden opportunities

What are the implications of strategic asset allocation, the dynamics of public and private credit, tech-driven megatrends, and more? Stephen Dover, head of Franklin Templeton Institute, provides some insights gathered from our investment experts.

A Time of Transition and Tax-Loss Harvesting
ETFs

A Time of Transition and Tax-Loss Harvesting

As the transition to a new year approaches, David Mann, Head of ETF Product & Capital Markets, revisits the annual tax-loss harvesting season. He also discusses how the strong US dollar has been driving down the returns of US-listed ETFs that hold international equities.

On my mind: A different kind of pivot
Fixed Income

On my mind: A different kind of pivot

Markets hoped for a dovish Federal Reserve “pivot,” but got a hawkish surprise instead. Brace for more volatility as the yield curve adjusts, warns Franklin Templeton Fixed Income CIO Sonal Desai. She sees the fixed income outlook as more constructive moving further forward in 2023.