Beyond Bulls & Bears

Dimensions & Insights: Your growth story includes DEI
Perspectives

Dimensions & Insights: Your growth story includes DEI

Today’s extremely competitive environment requires diverse thinking and problem solving to find great opportunities. Diversity, equity and inclusion (DEI) practices create a platform for differentiation for firm performance and add to an asset manager’s bottom line. Chief Executive Officer Jenny Johnson and Chief Diversity Officer Regina Curry believe thinking more holistically about embedding DEI in company practices and processes produce the best outcomes and more company growth.

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.

Municipal markets continue to feel the pressure this year, yet fundamentals remain stable
Fixed Income

Municipal markets continue to feel the pressure this year, yet fundamentals remain stable

The municipal bond market has not been immune to bouts of volatility hitting the markets this year, but there are still pockets of opportunity, according to Franklin Templeton Fixed Income’s Director of Municipal Bonds, Ben Barber. He points to improving technical conditions, stable fundamentals and inexpensive valuations that make the asset class look compelling.

You are not first: Making the case for alternatives—particularly commercial real estate—in defined contribution plans
Alternatives

You are not first: Making the case for alternatives—particularly commercial real estate—in defined contribution plans

Despite widespread use in institutional portfolios, alternative investments are not typically found in US defined contribution plans. Drew Carrington, Head of Institutional Defined Contribution at Franklin Templeton, and Tripp Braillard, Head of Defined Contribution Distribution at Clarion Partners, explain why perhaps they should be.

Dimensions & Insights: Diverse and inclusive practices unlock opportunities
Perspectives

Dimensions & Insights: Diverse and inclusive practices unlock opportunities

Diversity & Inclusion (D&I) practices unlock opportunities that might otherwise go unnoticed. Companies with greater ethnic and cultural diversity outperform in productivity and profitability and gain the ability to find and unlock innovations from anyone, anywhere. Our Chief Diversity Officer Regina Curry believes the debate is long over—the business case for D&I is proven and compelling.

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.

Meet the manager: Justin Ma
Perspectives

Meet the manager: Justin Ma

Landing in Franklin Templeton’s Floating Rate Debt Group prior to the global financial crisis, Justin Ma is no stranger to navigating market volatility and challenging environments. Today, he is excited about new applications of data science and quantitative methods to enhance his team’s portfolio management capabilities. Learn more about Justin.

US equities: Opportunities amid turbulence
Equity

US equities: Opportunities amid turbulence

Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.

Re-examining Japan’s economy
ETFs

Re-examining Japan’s economy

Can Japan spur political and economic policy reforms in the aftermath of former Prime Minister Shinzo Abe’s tragic demise, and the subsequent electoral victory for his ruling coalition? Dina Ting, our Head of Index Portfolio Management, shares her views on market drivers.

PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market
Equity

PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market

In our latest "Talking Markets" podcast, Jeff Schulze of ClearBridge Investments shares his thoughts on finding opportunities within a bear market and potential paths to a “soft landing” in the United States.

PODCAST: Looking beneath the surface of monetary policy tightening
Perspectives

PODCAST: Looking beneath the surface of monetary policy tightening

Thought leaders from Franklin Templeton and our specialist investment managers discuss how the largest Fed hike in nearly three decades, along with the possibility of subsequent significant hikes, could impact US markets and the economy. Plus, which developed and emerging markets face the most challenging economic and investing environments. 

On my mind: The Fed capitulates
Fixed Income

On my mind: The Fed capitulates

The Fed raised interest rates by 75 basis points in its June policy meeting, acknowledging continued upside surprises on inflation, inflation expectations and wage growth. It also de facto abandoned forward guidance. It was a reminder that economic data eventually rule the day, says Franklin Templeton Fixed Income CIO Sonal Desai. She argues this is a welcome but only partial move to a more realistic stance, and discusses why further hawkish surprises likely lie ahead.