Beyond Bulls & Bears

Category: Equity

Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?
Multi-Asset

Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?

Banking turmoil continues to rattle the global markets and investor confidence. Where are investment opportunities? Stephen Dover offers insights from our latest panel discussion with investment leaders across asset classes.

Stephen H. Dover, CFA |
A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story
Multi-Asset

A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story

Franklin Templeton Investment Solutions explores the shared macro concerns that set the stage for the recent banking crisis, its ripple effects on the broader economy and implications for multi-asset investing.

Wylie Tollette, CFA |
Quick Thoughts: The vital role of microchips on the global economy
Perspectives

Quick Thoughts: The vital role of microchips on the global economy

Semiconductor chips have become vitally important, influencing nearly every major segment of the global economy. Stephen Dover, Head of Franklin Templeton Institute, discusses trends in the microchip industry and considerations for investors now that the United States is backed by legislation and investment to maintain its leadership position.

Stephen H. Dover, CFA |
Quick Thoughts: European banking sector—taking stock after Silicon Valley Bank and Credit Suisse
Equity

Quick Thoughts: European banking sector—taking stock after Silicon Valley Bank and Credit Suisse

Implications of SVB and Credit Suisse on the European banking sector—check out highlights from our recent panel discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.

Stephen H. Dover, CFA |
Quick Thoughts: Making sense of SVB, a unique bank with a classic problem
Equity

Quick Thoughts: Making sense of SVB, a unique bank with a classic problem

Why did Silicon Valley Bank fail? And what are the implications for investors? Stephen Dover, Head of Franklin Templeton Institute, provides his latest update on the unfolding situation.

Stephen H. Dover, CFA |
PODCAST Anatomy of a Recession: Economic reacceleration in perspective
Equity

PODCAST Anatomy of a Recession: Economic reacceleration in perspective

It shouldn't be a surprise that the US economy is seeing some latent economic strength at this point, says Jeff Schulze of ClearBridge Investments. Learn why in this Anatomy of a Recession update.

Jeffrey Schulze, CFA |
International equities: Poised for recovery
Equity

International equities: Poised for recovery

Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.

Christopher Peel, CFA |
Quick Thoughts: Is normal really what we want?
Equity

Quick Thoughts: Is normal really what we want?

Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.

Stephen H. Dover, CFA |
Outlook for US fixed income and equities amid tighter financial conditions
Multi-Asset

Outlook for US fixed income and equities amid tighter financial conditions

Following the 25 basis-point (bp) increase that the Fed announced on February 1, 2023, Franklin Income Investors Chief Investment Officer Ed Perks answered questions about his outlook on US interest rates as well as fixed income and equity securities for the rest of 2023.

Edward D. Perks, CFA |
Anatomy of a Recession: The Fed’s job problem
Equity

Anatomy of a Recession: The Fed’s job problem

A review of the US economy with focus on the Federal Reserve (Fed), labor and housing with Jeff Schulze, investment strategist at ClearBridge Investments.

Jeffrey Schulze, CFA |
Quick Thoughts: How to avoid making a unicorn skeleton
Multi-Asset

Quick Thoughts: How to avoid making a unicorn skeleton

Stephen Dover, Head of Franklin Templeton Institute, crunches the data to decipher the odds of a US recession this year and the implications for investor portfolios.

Stephen H. Dover, CFA |
Small-cap industrials, large onshoring opportunities
Equity

Small-cap industrials, large onshoring opportunities

Why small-cap industrials companies may be poised to benefit from moving supply chains closer to home—thoughts from Christopher Meeker of Franklin Mutual Series.

Christopher Meeker, CFA |