Beyond Bulls & Bears

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.

Quick thoughts: Midterms and markets
Multi-Asset

Quick thoughts: Midterms and markets

While a divided US government may look appealing, there are long-term risks amid resulting gridlock, according to Head of Franklin Templeton Institute Stephen Dover. Read his thoughts on the US midterm elections.

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.

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.

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.

Inflation hedges: Fact and fantasy
Multi-Asset

Inflation hedges: Fact and fantasy

Equity markets have clearly taken notice of rising inflation—and not in a good way. Here, Gene Podkaminer and Chris Ratkovsky of Franklin Templeton Investment Solutions explore how different investments have performed during various inflation scenarios, which strategies or asset classes might provide an inflation hedge, and whether a “soft landing” economic scenario is possible.

Credit: This Time Is Different?
Fixed Income

Credit: This Time Is Different?

Credit market volatility this year has been extreme. The Franklin Templeton Investment Solutions team looks back at history to see what to expect from certain fixed income asset classes, noting that history may not repeat. They also examine the likelihood of recession and its possible severity.

PODCAST: Making Sense of the Recent Market Selloffs
Perspectives

PODCAST: Making Sense of the Recent Market Selloffs

Wylie Tollette, Head of Client Investment Solutions with Franklin Templeton Investment Solutions, joins the head of the Franklin Templeton Institute, Stephen Dover, for a conversation on the recent equity market selloff. They discuss why the pendulum has shifted so strongly negative, whether there is any bottom in sight, and where investors looking for diversification could go.

Managing Challenges in US Equity and Fixed Income Markets Today
Multi-Asset

Managing Challenges in US Equity and Fixed Income Markets Today

Coming out of the depths of the pandemic, US equity and fixed income markets are facing new challenges this year amid a rising interest rate environment and deceleration in growth. With this changing backdrop, Franklin Templeton Investment Solutions’ Ed Perks shares his latest outlook and the investment opportunities he sees across asset classes.

Peering Around the (Yield) Curve
Multi-Asset

Peering Around the (Yield) Curve

The US Treasury yield curve momentarily inverted. Franklin Templeton Investment Solutions investigates what this implies for recession risk, growth momentum, and equity prices.

Should Investors “Buy the Dip” in a Time of Geopolitical Crisis?
Multi-Asset

Should Investors “Buy the Dip” in a Time of Geopolitical Crisis?

Many market pundits have advocated a strategy of “buying the dip” after significant selloffs, but does it always make sense to do so? Franklin Templeton Investment Solutions’ Gene Podkaminer and Miles Sampson explore market reactions to geopolitical events and caution against celebrating the success of this strategy too soon.

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy
Perspectives

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy

The war in Ukraine is shifting the conversation on what a post-COVID-19 world will look like. Franklin Templeton Investment Solutions Head of Research Gene Podkaminer, Brandywine Global’s Director of Global Macro Research Francis Scotland, and Templeton Global Macro’s Chief Investment Officer Dr. Michael Hasenstab join Head of Franklin Templeton Investment Institute Stephen Dover for a discussion on the current investment landscape.