Beyond Bulls & Bears

Dimensions & Insights: Blockchain and FinTech expand with diversity and inclusion
Perspectives

Dimensions & Insights: Blockchain and FinTech expand with diversity and inclusion

Inclusive and collaborative innovations, such as digital assets and blockchain, exemplify financial technology and services that can change the trajectory of economies while benefiting many global participants. Chief Diversity Officer Regina Curry and Franklin Templeton Head of Digital Assets Roger Bayston believe creating workplaces with intentional collaborative, inclusive, and debiasing practices can power great development environments. These actions enable trust and diversity that can impact innovation and business growth.

Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise
Fixed Income

Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise

The resilience of US growth, earnings and markets has been the big surprise of 2023. Stephen Dover, Head of Franklin Templeton Institute, opines on the factors at play—and whether they will last.

Quick Thoughts: Jackson Hole—Limited visibility, bumpy landing
Fixed Income

Quick Thoughts: Jackson Hole—Limited visibility, bumpy landing

In the wake of the Federal Reserve’s annual gathering in Jackson Hole, Stephen Dover, Head of Franklin Templeton Institute, conveys one clear message: interest rates aren’t coming down anytime soon.

Crisis in concrete: Navigating the ripple effects of commercial real estate on municipal bonds
Fixed Income

Crisis in concrete: Navigating the ripple effects of commercial real estate on municipal bonds

Declining commercial real estate valuations will not likely lead to a wave of defaults among muni issuers, according to Franklin Templeton Fixed Income’s municipal bond team.

On My Mind: The structural shift that wasn’t
Fixed Income

On My Mind: The structural shift that wasn’t

Markets seem to be coming around to our Franklin Templeton Fixed Income CIO Sonal Desai’s view that the Fed will have to keep interest rates higher for longer, but now runaway fiscal deficits pose further upside risk to yields in the long term, she warns. She shares her latest insights on the fiscal and monetary outlook and the implications for investors.

Workplace Retirement Voice: Adding the two “P”s to the three “F”s
Equity

Workplace Retirement Voice: Adding the two “P”s to the three “F”s

The advisor of the future needs to embrace a new value proposition, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. This means moving beyond the “three F’s” and taking a more holistic approach to changing client needs.

Three value equity themes for the end of 2023
Equity

Three value equity themes for the end of 2023

Christian Correa, Chief Investment Officer of Franklin Mutual Series, discusses his team's top three themes for the back half of 2023: a less-gloomy US macroeconomic outlook, real asset investment and Japan’s rising sun.

Quick Thoughts: Don’t miss the return opportunity in fixed income
Perspectives

Quick Thoughts: Don’t miss the return opportunity in fixed income

Given the current economic backdrop, where can investment opportunities be found, particularly within the fixed income asset class? Head of Franklin Templeton Institute Stephen Dover shares his key takeaways from a panel discussion that he moderated with fixed income experts within the company.

Meet the Manager: Sandy Kaul
Perspectives

Meet the Manager: Sandy Kaul

Franklin Templeton's Head of Digital Asset & Investor Advisory Services Sandy Kaul was recently named by Forbes as one of the "Crypto Gals" in its 2023 Forbes 50 Over 50 list. She was cited as a leader in the fintech industry, making an impact in a predominantly young and male field. Learn more about Sandy in this Q&A.

PODCAST Anatomy of a Recession update: Cracks in the foundation
Equity

PODCAST Anatomy of a Recession update: Cracks in the foundation

Perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.

A Swift history of ETF eras
ETFs

A Swift history of ETF eras

What might the sensational superstar Taylor Swift have in common with exchange-traded funds? David Mann, our Head of ETF Product and Capital Markets, lightheartedly examines the different eras of the ETF industry—drawing parallels to Swift’s memorable eras as a musician.