Beyond Bulls & Bears

What’s next for gilts and the United Kingdom?
Fixed Income

What’s next for gilts and the United Kingdom?

Gilt prices have been struggling this past year due to surging inflation and interest-rate increases. David Zahn, Franklin Templeton Fixed Income’s Head of European Fixed Income, shares his outlook for the UK economy and why he thinks now is a good time to consider investing in gilts.

Japanese equities—A force awakens
Equity

Japanese equities—A force awakens

From inflationary tailwinds for earnings growth to corporate reforms that unlock shareholder value, multiple regime shifts are underway to restore the appeal of the Japanese equity market, according to the Templeton Global Equity Group team.

Stress testing the foundations: Analyzing the vulnerability of US banks to falling commercial real estate values
Fixed Income

Stress testing the foundations: Analyzing the vulnerability of US banks to falling commercial real estate values

The commercial real estate sector’s continued challenges could potentially impact US banks. Franklin Templeton Fixed Income’s Shawn Lyons discusses the ongoing commercial real estate crisis and how US banks are safeguarding themselves against these issues.

Alternative Allocations: Navigating through economic regimes
Alternatives

Alternative Allocations: Navigating through economic regimes

Certain asset classes thrive or lag as economies move through one cycle to the next. Franklin Templeton Institute’s Tony Davidow shares how to analyze different economic indicators and how asset classes perform through economic regime changes.

On My Mind: Restrictive? We’ll know it when we see it.
Fixed Income

On My Mind: Restrictive? We’ll know it when we see it.

The Fed sent a strong signal that interest rates will remain higher for longer, as our Franklin Templeton Fixed Income CIO Sonal Desai has long predicted. The Fed also started to acknowledge that the natural real rate of interest is higher than it thought. She shares her latest insights on the policy outlook and the implications for investors.

Can smart beta ETFs return to prime time?
ETFs

Can smart beta ETFs return to prime time?

Active ETFs have scored more investor interest this year than smart beta ETFs—but does that mean the latter will soon be out of the game completely? David Mann, Head of ETF Product & Capital Markets at Franklin Templeton, opines.

Workplace Retirement Voice: Why wealth advisors should embrace workplace retirement plans
Education

Workplace Retirement Voice: Why wealth advisors should embrace workplace retirement plans

For many wealth advisors, workplace retirement plans are either a burden or an afterthought, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. He and his team explore why embracing these plans can benefit their practice, and their clients.

What’s next for infrastructure?
Alternatives

What’s next for infrastructure?

Despite challenging global economic and market conditions, there are compelling opportunities within global listed infrastructure, according to Shane Hurst, Portfolio Manager with ClearBridge Investments. He explores how the trends of decarbonization, reshoring and 5G evolution are impacting the space, and how the nature of listed infrastructure can offer some insulation against high inflation.

Where to add risk in multi-asset portfolios right now
Multi-Asset

Where to add risk in multi-asset portfolios right now

While some stocks may seem expensive, there are areas of opportunity that feature attractive valuations and growth catalysts, according to the Franklin Templeton Investment Solutions team.

Opportunity in investment-grade credit
Fixed Income

Opportunity in investment-grade credit

Investment-grade credit is currently offering impressive yields, with relatively less risk than other fixed income sectors, according to Josh Lohmeier of Franklin Templeton Fixed Income. He makes a case for investing in the space today.

A pioneering income strategy celebrates 75 years
Fixed Income

A pioneering income strategy celebrates 75 years

Celebrating an exciting milestone: Franklin Income Fund turns 75. Learn more about this flagship strategy and read some fun facts from back in 1948.

Weathering the storm: Exploring climate change adaptation and the investor’s imperative
Fixed Income

Weathering the storm: Exploring climate change adaptation and the investor’s imperative

The Franklin Templeton Fixed Income team believe that issuers that think critically about the environment in which they operate could outperform throughout the full market cycle compared with those who are slower to adapt.