Gene Podkaminer, CFA, Author at Beyond Bulls and Bears

Beyond Bulls & Bears

Head of Research
Franklin Templeton Investment Solutions

Posts by Gene Podkaminer, CFA:

Sustainability matters: The US prioritizes climate change, November 14, 2022 in Equity&Fixed Income&Multi-Asset
Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?, September 23, 2022 in Equity&Multi-Asset
Inflation hedges: Fact and fantasy, August 22, 2022 in Equity&Fixed Income&Multi-Asset&Perspectives
Credit: This Time Is Different?, May 17, 2022 in Fixed Income&Multi-Asset
Peering Around the (Yield) Curve, May 4, 2022 in Equity&Fixed Income&Multi-Asset
Should Investors “Buy the Dip” in a Time of Geopolitical Crisis?, April 13, 2022 in Multi-Asset&Perspectives
Fed Pivot Becomes Fed Prayer, March 30, 2022 in Multi-Asset&Perspectives
Russia-Ukraine War Heightens Supply Chain and Inflation Woes, March 15, 2022 in Multi-Asset&Perspectives
Asset Class Implications of the Russia-Ukraine Conflict, February 25, 2022 in Equity&Multi-Asset&Perspectives
The Fed: Walking a Tightrope in 2022, January 28, 2022 in Multi-Asset&Perspectives
The Supply-Chain Storm: Planes, Cranes, and Automobiles, December 29, 2021 in Equity&Fixed Income&Multi-Asset&Perspectives
Where Are the Workers?, December 22, 2021 in Multi-Asset&Perspectives
Valuations or earnings: Which is most important for equity returns in 2023?, April 4, 2023 Equity & Multi-Asset
A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story, March 17, 2023 Equity & Fixed Income & Multi-Asset
Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy, April 12, 2022 Multi-Asset & Perspectives
Evergrande and China: A Lehman Moment—or Less “Grande” Than That?, October 12, 2021 Equity & Fixed Income & Multi-Asset & Perspectives
PODCAST: Putting Inflation Concerns in Perspective, February 25, 2021 Equity & Fixed Income & Multi-Asset & Perspectives
Still Looking for Alternatives? How about Real Assets?, September 15, 2020 Multi-Asset & Perspectives

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