Beyond Bulls & Bears

K2 Hedge Fund Strategy Outlook: First quarter 2023
Alternatives

K2 Hedge Fund Strategy Outlook: First quarter 2023

The first half of 2023 is looking volatile, presenting an opportunity for tactical managers focused on equity selection, according to K2 Advisors. Read the team’s latest outlook.

Meet the Manager: Ryan Biggs
Perspectives

Meet the Manager: Ryan Biggs

Winning an award for stock-picking in elementary school, Ryan Biggs has extended his wins with a recent recognition from the Business Insider as one of the venture capital industry’s rising stars in 2022. He has also established a “scout program” to help young people get a head start in their careers just like he had received from his mentors. Get to know more about Ryan’s background as well as trends he’s excited about.

Quick Thoughts: How to avoid making a unicorn skeleton
Multi-Asset

Quick Thoughts: How to avoid making a unicorn skeleton

Stephen Dover, Head of Franklin Templeton Institute, crunches the data to decipher the odds of a US recession this year and the implications for investor portfolios.

On My Mind: Transitory tightening?
Fixed Income

On My Mind: Transitory tightening?

Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.

ETF trends to watch in 2023: Active munis, global appeal and dividend funds
ETFs

ETF trends to watch in 2023: Active munis, global appeal and dividend funds

With January being a month for prognostications, David Mann, Head of Global Exchange-Traded Funds (ETFs) Product and Capital Markets, shares his annual outlook for the ETF industry and key trends he sees taking shape in 2023.

Mid-Cap ETFs’ Moment
ETFs

Mid-Cap ETFs’ Moment

Dina Ting, our Head of Global Index Portfolio Management, offers her perspective on the allure of multifactor US mid-capitalization strategies for 2023.

Quick Thought: US financial services policies shift to rules, regulations, and executive actions
Perspectives

Quick Thought: US financial services policies shift to rules, regulations, and executive actions

The financial services outlook includes more oversight by the US Congress and states. Regulations and executive actions will likely affect housing policies, digital assets, and ESG (Environmental, Social and Governance) investing in 2023.

US Retirement Legislation and Regulation Bulletin: Fourth quarter 2022
Education

US Retirement Legislation and Regulation Bulletin: Fourth quarter 2022

We believe it is important to keep you informed on the latest proposals and regulations impacting the retirement industry, as well as implications to your business. As such, we are pleased to share the latest edition of the Retirement Legislation and Regulation Quarterly Bulletin, prepared by experts at Davis & Harman LLP.

Fasten your seatbelts
Alternatives

Fasten your seatbelts

Benefit Street Partners explores how best to capitalize on the bumps that are creating the beginnings of another fertile special situations investment environment.

Small-cap industrials, large onshoring opportunities
Equity

Small-cap industrials, large onshoring opportunities

Why small-cap industrials companies may be poised to benefit from moving supply chains closer to home—thoughts from Christopher Meeker of Franklin Mutual Series.

PODCAST Anatomy of a Recession: The long view for a new year
Equity

PODCAST Anatomy of a Recession: The long view for a new year

In our latest "Talking Markets" podcast, we meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, the US labor market, and the Federal Reserve.

Alternative investments: The case for real estate
Alternatives

Alternative investments: The case for real estate

Public and private real estate investments present a compelling opportunity in the current environment of high inflation and rising interest rates, according to Daniel Scher and Blair Schmicker from Franklin Equity Group. They explain the potential diversification benefits of these alternative assets.