Beyond Bulls & Bears

Month: May 2024

Beyond generic advice: How advisors can personalize investing
Retirement

Beyond generic advice: How advisors can personalize investing

Personalized messaging has a powerful impact. Our Kevin Murphy believes it is time for the financial services industry to deliver personalized solutions and advice.

Kevin Murphy |
Advisors’ top 529 questions, answered
College Savings

Advisors’ top 529 questions, answered

Our recent 529 Month webinar focused on how 529 plans are used, the impact on federal financial aid, and expanded uses. Here are some of the leading topics discussed.

Bill Cass, CFP®, CPWA® |
On My Mind: The twin roots of rising rates
Fixed Income

On My Mind: The twin roots of rising rates

Franklin Templeton Fixed Income CIO Sonal Desai discusses why rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of higher long-term real interest rates.

Sonal Desai, Ph.D. |
Quick Thoughts: When it comes to US elections, it’s the economy—perhaps
Perspectives

Quick Thoughts: When it comes to US elections, it’s the economy—perhaps

Several factors account for the apparent disconnect between headline US economic data and what polls suggest many Americans feel. Find out more from Franklin Templeton Institute’s Stephen Dover.

Stephen H. Dover, CFA |
Reasons why a grandparent-owned 529 may make sense
College Savings

Reasons why a grandparent-owned 529 may make sense

A grandparent may choose to fund a 529 plan for a grandchild’s education. Our Bill Cass discusses key tax and estate planning considerations as well as the impact on student financial aid.

Bill Cass, CFP®, CPWA® |
Harvesting opportunities: Income diversification for uncertain times
Multi-Asset

Harvesting opportunities: Income diversification for uncertain times

Despite the US Federal Reserve’s cautious stance on interest rates and the shifting dynamics of the equity and fixed income markets, Franklin Income Investors CIO Ed Perks believes conditions are favorable for investing in these asset classes. This article provides an analysis of the latest economic and market trends and explores strategic opportunities to navigate through the current uncertain environment.

Edward D. Perks, CFA |
Decision made: Why 529 plans are a popular choice for education savings
College Savings

Decision made: Why 529 plans are a popular choice for education savings

For families saving for college, 529 plans remain popular. Our Bill Cass shares some key facts about 529 plans.

Bill Cass, CFP®, CPWA® |
UK equities climb to all-time highs as Sunak faces general election wipeout
ETFs

UK equities climb to all-time highs as Sunak faces general election wipeout

Will the good times continue for the UK equity market in light of an upcoming election? Marcus Weyerer opines.

Marcus Weyerer, CFA |
Alternative Allocations: Democratizing alternative investments in today’s market
Alternatives

Alternative Allocations: Democratizing alternative investments in today’s market

Franklin Templeton Institute’s Tony Davidow discusses democratization of alternative investments and the lessons learned from institutions that have historically used alternatives with Matt Brown, Founder and CEO of CAIS.

Tony Davidow, CIMA® |
PODCAST Anatomy of a Recession Update: A wait-and-see Fed
Equity

PODCAST Anatomy of a Recession Update: A wait-and-see Fed

Continued progress in the ClearBridge Recession Risk Dashboard saw the wage growth indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his views on what that move could mean for investors, how many Fed rate cuts we may see this year, and the potential market implications of the upcoming US presidential election.

Jeffrey Schulze, CFA |
The rerating horserace
Equity

The rerating horserace

Amit Dholakia of Franklin Mutual Series explains why some US capital goods companies may be off to the races after years of merely plodding along.

Amit Dholakia, CFA |
Quick Thoughts: Investment Ideas—Getting cash off the sidelines
Fixed Income

Quick Thoughts: Investment Ideas—Getting cash off the sidelines

Is it time to move out of cash? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Julien Scholnick, Portfolio Manager, Western Asset Management, and Joanne Driscoll, Portfolio Manager and Head of Short-Term Liquid Markets, Putnam Investments, to answer this question and examine the opportunities within the fixed income space.

Stephen H. Dover, CFA |