Beyond Bulls & Bears

Category: Equity

Quick thoughts: Investing for the next decade
Perspectives

Quick thoughts: Investing for the next decade

Franklin Templeton recently hosted an investment forum in Singapore, and much of the dialog pointed to a growing gap in growth outlook emerging between Asia and the West. Stephen Dover shares some key takeaways from the forum.

Stephen H. Dover, CFA |
The value of dividends in any season
Equity

The value of dividends in any season

Franklin Mutual Series believes dividend payers can give value investors better total returns over the longer term.

Christian Correa, CFA |
PODCAST: Anatomy of a recession: Remain patient amid market gyrations
Equity

PODCAST: Anatomy of a recession: Remain patient amid market gyrations

We discuss the potential economic and market impacts of the US midterm elections, get perspective on the Fed's actions against inflation, and review the current ClearBridge Recession Risk Dashboard with ClearBridge Investments’ Jeff Schulze.

Jeffrey Schulze, CFA |
Sustainability matters: The US prioritizes climate change
Multi-Asset

Sustainability matters: The US prioritizes climate change

Inflation Reduction Act (IRA), climate and multi-asset implications—Franklin Templeton Investment Solutions examines the IRA from an investment lens.

Gene Podkaminer, CFA |
Quick thoughts: The search for hidden opportunities
Multi-Asset

Quick thoughts: The search for hidden opportunities

What are the implications of strategic asset allocation, the dynamics of public and private credit, tech-driven megatrends, and more? Stephen Dover, head of Franklin Templeton Institute, provides some insights gathered from our investment experts.

Stephen H. Dover, CFA |
Something of value
Equity

Something of value

Franklin Mutual Series believes that fewer value investors in the market today may mean better opportunities for those who remain.

Grace Hoefig |
Quick thoughts: End of a golden era for profits?
Equity

Quick thoughts: End of a golden era for profits?

If the prolonged period of declining and ultra-low interest rates is over, what does that mean future corporate profits, cash flows and dividends? Head of Franklin Templeton Institute, Stephen Dover, opines.

Stephen H. Dover, CFA |
PODCAST: Anatomy of a recession—Focusing on the Fed
Equity

PODCAST: Anatomy of a recession—Focusing on the Fed

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their "Anatomy of a Recession" program, speaks about how the Federal Reserve’s latest moves are impacting the odds of a recession in the United States. Plus, what it would take for the Fed to reverse course and make a dovish pivot, and how much a recession is already baked into the markets.

Jeffrey Schulze, CFA |
Quick thoughts: Arugula is the new popcorn—a conversation on food innovation
Perspectives

Quick thoughts: Arugula is the new popcorn—a conversation on food innovation

Feeding a growing global population requires innovation in food and agricultural technologies. Learn about how investors have a role to play.

Stephen H. Dover, CFA |
Quick thoughts: Why the US dollar matters
Perspectives

Quick thoughts: Why the US dollar matters

Why is the US dollar so strong? And what does the strengthening dollar mean for investors, the global economy and inflation? Stephen Dover, Head of Franklin Templeton Institute, explains.

Stephen H. Dover, CFA |
Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?
Multi-Asset

Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?

Inflation is top of mind for consumers and market participants. In the United States, many are questioning whether student loan forgiveness will make inflation worse, and if the recently passed “Inflation Reduction Act” will offer relief. Franklin Templeton Investment Solutions’ Gene Podkaminer and Spencer Walling weigh in on whether these new policies will worsen the current inflationary environment, or prove to provide a deflationary impulse for the economy.

Gene Podkaminer, CFA |
Euro fall: Why parity between the euro and US dollar may persist
Equity

Euro fall: Why parity between the euro and US dollar may persist

Franklin Mutual Series’ Investment Strategist Katrina Dudley believes that higher inflation in Europe stemming from rising energy prices, as well as lower relative interest rates, may keep the euro under pressure.

Katrina Dudley, CFA |