Beyond Bulls & Bears

US 2020 Election Investment Pulse: Why Fixed Income Now
Fixed Income

US 2020 Election Investment Pulse: Why Fixed Income Now

With yields near zero, many investors may question the value of fixed income within a portfolio. Western Asset’s Head of Product Management, Doug Hulsey, joins our Head of Equities, Stephen Dover, to discuss fixed income investing with an active-management lens. He makes a case for the asset class for investors in light of market uncertainties and outlines where he sees opportunities today.

US 2020 Election Investment Pulse: Neutral to Positive for Municipals
Fixed Income

US 2020 Election Investment Pulse: Neutral to Positive for Municipals

Our Katie Klingensmith joined Muni Bond Team Research Director Jennifer Johnston to discuss the potential implications of the US elections for the municipal bond market, against a backdrop of COVID-19.

On My Mind: Knowledge Drives Confidence, Confidence Drives Growth
Fixed Income

On My Mind: Knowledge Drives Confidence, Confidence Drives Growth

The Franklin Templeton–Gallup Economics of Recovery Study has heralded some interesting results in regard to the attitudes and behavior of Americans in response to the ongoing pandemic—and what developments could change both. Our Fixed Income CIO Sonal Desai shares her thoughts on the latest wave of survey findings, including the value of trusted advice in navigating financial and investment concerns.

US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View
Perspectives

US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View

We’ve seen aggressive government and central bank support to stimulate economies sickened from COVID-19 slowdowns, but will the global economy right itself in 2021? Templeton Global Macro CIO Michael Hasenstab and Francis Scotland, Director of Global Macro Research at Brandywine Global, share their macro outlook for the year ahead. They opine on whether the glass looks half empty or half full as the world eagerly awaits a vaccine and as US policies shift amid a change in administration.

US 2020 Election Investment Pulse: Positive for Europe
Perspectives

US 2020 Election Investment Pulse: Positive for Europe

Global markets embraced the removal of uncertainty surrounding the US elections, and many European leaders in particular welcomed a renewed relationship with the world’s largest economy under President-elect Joe Biden. Our Katrina Dudley and David Zahn discuss the implications for European equities and fixed income of a new US administration, including the “green” agenda Europe has prioritized. They also touch on the impact of COVID-19 on the region and recent news of an effective vaccine.

US 2020 Election Investment Pulse: How Shifting Attitudes Impact Recovery
Perspectives

US 2020 Election Investment Pulse: How Shifting Attitudes Impact Recovery

In our latest Election Pulse, our Head of Equities Stephen Dover is joined by Franklin Templeton Fixed Income CIO Sonal Desai and Gallup's Jonathan Rothwell to discuss survey findings on COVID-19 and its impact on the consumer. They discuss attitudes about vaccines, mask-wearing, and where they think the research may lead them post-election.

In the Know: What US Election Results Could Mean for Multifamily Housing
Fixed Income

In the Know: What US Election Results Could Mean for Multifamily Housing

Mike Comparato, managing director and Head of Real Estate at Benefit Street Partners, explains why he thinks multifamily housing is positioned for success after the 2020 US election.

On My Mind: Better Information Key to Vaccine “V-Day”
Fixed Income

On My Mind: Better Information Key to Vaccine “V-Day”

With a new wave of COVID-19 contagion triggering a new round of economic restrictions across a number of countries, hopes are more than ever focused on the quick release of a vaccine. But the latest pulse of our Franklin Templeton-Gallup Economics of Recovery Study reveals that better public information will be key for a vaccine to deliver a “V-Day” for the pandemic and the recovery. The latest poll also warns to watch out for rising prices. Franklin Templeton Fixed Income CIO Sonal Desai breaks down the latest results.

Quick Thoughts: US Elections, Global Stimulus, and 2021 Growth
Fixed Income

Quick Thoughts: US Elections, Global Stimulus, and 2021 Growth

Our Head of Equities, Stephen Dover, and Western Asset’s CIO, Ken Leech, believe global stimulus and the likely longer availability of zero or negative interest rates will support the path to growth in 2021. And China will continue its growth path to becoming a bigger part of the global financial community.

Student Housing: A Sector in Peril?
Fixed Income

Student Housing: A Sector in Peril?

Our municipal bond team’s Vander Shanholt gives his take on the long-term challenges for student housing projects. He also explains why state budget cuts due to the COVID-19 pandemic could lead to opportunities for public-private partnerships to finance campus infrastructure projects.

European Union Launches Social Bonds
Fixed Income

European Union Launches Social Bonds

The coronavirus pandemic has created many challenges for individuals, businesses and governments around the world. In Europe, there’s a new vehicle to help finance the economic recovery there—social bonds. David Zahn, our Head of European Fixed Income, discusses this exciting new bond issuance, earmarked for funding employment initiatives.

Muni Bond Perspectives on the 2020 Election
Fixed Income

Muni Bond Perspectives on the 2020 Election

How might the November US election affect municipal bonds? Our muni bond team looks at potential impacts at the local, state and national levels.