Beyond Bulls & Bears

PODCAST Anatomy of a Recession update: What is a recession, exactly?
Equity

PODCAST Anatomy of a Recession update: What is a recession, exactly?

Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.

Copilot, not autopilot: How generative AI augments, but doesn’t replace active management
Perspectives

Copilot, not autopilot: How generative AI augments, but doesn’t replace active management

AI, with its data analysis and predictive power, can revolutionize investing. However, humans remain a crucial part of the process. Franklin Templeton Investment Solutions provides use cases into how different investors can harness AI to achieve their desired outcomes and workflows.

Alternative Allocations: Podcast episode 1—The state of the alternative investments industry
Alternatives

Alternative Allocations: Podcast episode 1—The state of the alternative investments industry

In this first episode, Franklin Templeton Institute’s Tony Davidow discusses the democratization of alternative investments and related topics with CAIA’s John Bowman.

Quick Thoughts: Investment Ideas—Building portfolios during economic uncertainty
Perspectives

Quick Thoughts: Investment Ideas—Building portfolios during economic uncertainty

When the economic environment is uncertain, investors may be equally uncertain whether their portfolios are positioned to meet any unknown challenges ahead. Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute, shares some takeaways from a panel discussion on the topic.

Time to snag UK equities from the Brexit bargain bin?
ETFs

Time to snag UK equities from the Brexit bargain bin?

The UK equity market has been a laggard among global peers since Brexit, but bargain-hunting investors have been showing renewed interest. Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management, explores the positive trends that are making a case for holding UK equities.