Beyond Bulls & Bears

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.

PODCAST: Anatomy of a Recession: Why a US Recession is Unlikely Near Term
Perspectives

PODCAST: Anatomy of a Recession: Why a US Recession is Unlikely Near Term

Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of ClearBridge’s Anatomy of a Recession program, provides his views on why growing fears of a US recession may be overblown, at least near term.

Technology Investing: Volatility, Valuations and Opportunity
Equity

Technology Investing: Volatility, Valuations and Opportunity

Despite increased volatility due to the Russia-Ukraine war and rising interest rates, Franklin Equity Group’s Jonathan Curtis sees compelling opportunities within high-quality technology companies in an increasingly digital world.

Moneyball: The Art of Analysis in ETF Trading and Liquidity
Perspectives

Moneyball: The Art of Analysis in ETF Trading and Liquidity

What does baseball have in common with exchange-traded funds (ETFs)? David Mann, Head of Global ETF Capital Markets, steps up to the plate to explain—and clear up some misconceptions about trading and liquidity.

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.

K2 Hedge Fund Strategy Outlook: Second Quarter 2022
Alternatives

K2 Hedge Fund Strategy Outlook: Second Quarter 2022

The Russian invasion of Ukraine has added pressure to the inflationary cycle that began in late 2020. Our K2 Advisors team opines on how hedge fund managers are viewing the situation in its second quarter 2022 outlook. 

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?
Fixed Income

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself? Will rising rates cause a recession? Stephen Dover, Head of Franklin Templeton Investment Institute, sat down with Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai and Western Asset Portfolio Manager and Research Analyst John Bellows to discuss the investment landscape considering today’s geopolitical and economic challenges.

Fed Pivot Becomes Fed Prayer
Multi-Asset

Fed Pivot Becomes Fed Prayer

The US Federal Reserve is turning increasingly hawkish—hiking rates fast enough to slow inflation while maintaining economic growth will be a monumental task. The Franklin Templeton Investment Solutions team opines on what to expect from the Fed and gauges whether it is already behind the curve.

Gold, Inflation and Geopolitical Tensions
Equity

Gold, Inflation and Geopolitical Tensions

Many investors see gold as a sort of haven in times of turmoil, and prices have surged amid Russia’s invasion of Ukraine. Franklin Equity Group Portfolio Manager Steve Land outlines how his team approaches investing in the metals sector, and why smaller gold producers in particular look appealing.

On My Mind: The Fed Takes the Red Pill
Fixed Income

On My Mind: The Fed Takes the Red Pill

The Fed struck a hawkish tone at its latest meeting, but Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai believes it still underestimates how far rates will likely need to rise—and so do the markets. She discusses what it will take to get inflation back under control, and how fixed income investors can position for the volatile rising-rate environment ahead.

As Rates Rise, Financials Can Shine
Equity

As Rates Rise, Financials Can Shine

Mutual Series’ analysts see value opportunities in the financials sector as the interest-rate environment turns more favorable in the United States and European banks see greater clarity about the impact of the Russia-Ukraine war.