Beyond Bulls & Bears

Month: March 2023

Quick Thoughts: Market volatility and developments in the banking sector
Multi-Asset

Quick Thoughts: Market volatility and developments in the banking sector

What are the implications of the ongoing volatility in the banking sector, and what does it mean for markets in Europe and globally? Check out highlights from our most recent discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.

Stephen H. Dover, CFA |
Quick Thoughts: From a deep dive into the banking sector
Perspectives

Quick Thoughts: From a deep dive into the banking sector

Beyond the near-term turmoil, there may need to be a re-evaluation of the regional banking model in the United States, according to a recent panel hosted by Stephen Dover, Head of Franklin Templeton Institute. The panel discussed the latest developments and investment implications—including a move to money market funds.

Stephen H. Dover, CFA |
Under the Macroscope: Repercussions of banking stress on the Asia-Pacific region
Multi-Asset

Under the Macroscope: Repercussions of banking stress on the Asia-Pacific region

The collapse of Silicon Valley Bank, and further banking issues in the United States and Europe, has resulted in market volatility and concerned investors around the world. Franklin Templeton Institute Investment Strategist Christy Tan shares her views regarding possible effects on the Asia-Pacific region and where opportunities may be found.

Christy Tan |
Quick Thoughts: The crucial questions
Multi-Asset

Quick Thoughts: The crucial questions

To help understand the current market volatility arising from the collapse of banks in the United States and Europe, Head of Franklin Templeton Institute Stephen Dover provides his answers to three crucial questions.

Stephen H. Dover, CFA |
Quick Thoughts: How is the SVB and Credit Suisse crisis affecting the US and European banking industry?
Multi-Asset

Quick Thoughts: How is the SVB and Credit Suisse crisis affecting the US and European banking industry?

Following recent efforts by central banks and regulators to alleviate the banking crisis, Franklin Templeton Institute’s Stephen Dover and Lukasz Kalwak discuss their thoughts on the implications and outlook for the banking industries in the United States and Europe.

Stephen H. Dover, CFA |
On My Mind: Don’t bank on it
Fixed Income

On My Mind: Don’t bank on it

Financial markets seem to have returned to trying to time a dovish Federal Reserve turn, but Franklin Templeton Fixed Income CIO Sonal Desai says with a tight labor market and inflation running at 5%-6%—don’t bank on it.

Sonal Desai, Ph.D. |
Quick Thoughts: Megatrends Accelerate—Webinar on navigating rates and risks of bonds’ comeback year
Fixed Income

Quick Thoughts: Megatrends Accelerate—Webinar on navigating rates and risks of bonds’ comeback year

In the wake of recent banking shocks, the outlook for interest rates has shifted, as well as the landscape for fixed income investors. Stephen Dover, Head of Franklin Templeton Institute, offers highlights of a discussion with our investment teams on the opportunities and risks in the space.

Stephen H. Dover, CFA |
Quick Thoughts: Alternative investments outlook post-SVB
Alternatives

Quick Thoughts: Alternative investments outlook post-SVB

Silicon Valley Bank was a “vital cog” in the private market ecosystem, which leads to many questions—and opportunities—across the alternative investments landscape. Franklin Templeton Institute’s Stephen Dover offers his thoughts.

Stephen H. Dover, CFA |
Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?
Multi-Asset

Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?

Banking turmoil continues to rattle the global markets and investor confidence. Where are investment opportunities? Stephen Dover offers insights from our latest panel discussion with investment leaders across asset classes.

Stephen H. Dover, CFA |
A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story
Multi-Asset

A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story

Franklin Templeton Investment Solutions explores the shared macro concerns that set the stage for the recent banking crisis, its ripple effects on the broader economy and implications for multi-asset investing.

Wylie Tollette, CFA |
Quick Thoughts: The vital role of microchips on the global economy
Perspectives

Quick Thoughts: The vital role of microchips on the global economy

Semiconductor chips have become vitally important, influencing nearly every major segment of the global economy. Stephen Dover, Head of Franklin Templeton Institute, discusses trends in the microchip industry and considerations for investors now that the United States is backed by legislation and investment to maintain its leadership position.

Stephen H. Dover, CFA |
What baseball batting averages can teach us about ETF indexes
ETFs

What baseball batting averages can teach us about ETF indexes

Spring is almost here, and for sports fans in North America, that means baseball season! David Mann, Franklin Templeton’s Head of Global Exchange-Traded Funds (ETF) Product and Capital Markets, draws parallels between baseball statistics and ETF indexes—and why some metrics may be misleading.

David Mann |