Beyond Bulls & Bears

Quick Thoughts: The dangers of inertia
Perspectives

Quick Thoughts: The dangers of inertia

What does the concept of inertia have to do with portfolio allocations? Head of Franklin Templeton Institute Stephen Dover explains.

“Managed accounts” is a terrible name
Education

“Managed accounts” is a terrible name

The retirement savings industry is at the dawn of a mega-trend that will define the next decade or more—personalization, according to Kevin Murphy, Franklin Templeton’s Head of Workplace Retirement Distribution.

Meet the Manager: Ryan Biggs
Perspectives

Meet the Manager: Ryan Biggs

Winning an award for stock-picking in elementary school, Ryan Biggs has extended his wins with a recent recognition from the Business Insider as one of the venture capital industry’s rising stars in 2022. He has also established a “scout program” to help young people get a head start in their careers just like he had received from his mentors. Get to know more about Ryan’s background as well as trends he’s excited about.

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.

Quick Thought: US financial services policies shift to rules, regulations, and executive actions
Perspectives

Quick Thought: US financial services policies shift to rules, regulations, and executive actions

The financial services outlook includes more oversight by the US Congress and states. Regulations and executive actions will likely affect housing policies, digital assets, and ESG (Environmental, Social and Governance) investing in 2023.

PODCAST Anatomy of a Recession: The long view for a new year
Equity

PODCAST Anatomy of a Recession: The long view for a new year

In our latest "Talking Markets" podcast, we meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, the US labor market, and the Federal Reserve.

Opportunities in the growing field of ESG investing
Perspectives

Opportunities in the growing field of ESG investing

A Franklin Templeton survey among Canadian investors revealed that while ESG themes are important, there is a general lack of knowledge and awareness of ESG or sustainable investing. Duane Green, President and Chief Executive Officer (CEO) of Franklin Templeton Canada, shares our survey findings as well as other global results and discusses potential opportunities for financial advisors in this growing field.

Dimensions & Insights: “Gender-balanced leadership delivers more opportunities”
Perspectives

Dimensions & Insights: “Gender-balanced leadership delivers more opportunities”

Many current investment outlooks include gender-balancing leadership and boardrooms. Chief Diversity Officer Regina Curry gauges the pressure and opportunities for addressing investors’ and regulators' demands for gender equity and progress. Escalating actions from investors and regulators include increasing commitments for leadership positions and assets toward progressing gender balance.

Quick Thoughts: What to watch in 2023
Perspectives

Quick Thoughts: What to watch in 2023

Stephen Dover, Head of Franklin Templeton Institute, shares his scorecard on some market prognostications for 2022, and what his team is watching in 2023—from blockchain to balanced portfolios.

Evolution & Revolution: FTX fallout and the future of digital assets
Perspectives

Evolution & Revolution: FTX fallout and the future of digital assets

The FTX fallout is creating a reckoning in digital assets and cryptocurrencies. However, there are three takeaways from this event that point toward continued progress for the industry, according to Franklin Templeton Head of Digital Assets and Industry Advisory Services Sandy Kaul.

On My Mind: Listen to the man
Fixed Income

On My Mind: Listen to the man

Financial markets seem to have gone from “don't fight the Fed” to “don’t believe the Fed,” opines Franklin Templeton Fixed Income CIO Sonal Desai. She offers her thoughts following the US central bank’s December policy meeting, and warns to brace for more volatility ahead.

Harnessing the power of duration
Multi-Asset

Harnessing the power of duration

Yield is set to be a more important component of total return for investors during the next few years as the “Fed Put” exerts less influence on markets. Ed Perks, CIO of Franklin Income Investors, analyzes the move higher for rates and spreads and shares his expectations for yields and total returns across the capital structure during 2023.