Beyond Bulls & Bears

Category: Perspectives

PODCAST Anatomy of a Recession update: Gradually, then suddenly
Perspectives

PODCAST Anatomy of a Recession update: Gradually, then suddenly

In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling-sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.

Jeffrey Schulze, CFA |
Dimensions & Insights: How to drive innovation and growth from everywhere
Perspectives

Dimensions & Insights: How to drive innovation and growth from everywhere

Diversity, equity, and inclusion (DEI) practices drive growth and groundbreaking innovation. As business change accelerates, deploying intentional DEI actions develops diverse thinking and new ideas that can break new ground and build business resiliency. Chief Diversity Officer Regina Curry recently discussed these topics with Frans Johansson, CEO of The Medici Group, author of The Medici Effect, and entrepreneur; and Franklin Templeton Head of Digital Assets Roger Bayston. They believe diverse and intentional inclusion practices increase the capabilities of participants, communities, networks, and teams to solve ever-changing problems.

Regina Curry |
An attractive deal awaits small businesses when starting a workplace retirement plan
Education

An attractive deal awaits small businesses when starting a workplace retirement plan

Small business owners without workplace retirement plans now may take advantage of expanded tax credits if they establish one, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. He outlines recent regulatory and legal developments.

John M. Kutz |
PODCAST Anatomy of a Recession update: US labor market cracks emerging?
Perspectives

PODCAST Anatomy of a Recession update: US labor market cracks emerging?

In this conversation with Jeff Schulze, head of economic and market research at ClearBridge Investments, we focus on the US employment market and consumption, receive an update on the ClearBridge Recession Risk Dashboard, and discuss the on-again, off-again, soft-landing narrative.

Jeffrey Schulze, CFA |
Quick Thoughts: The tapestry of debt and what we need to do to unravel it
Perspectives

Quick Thoughts: The tapestry of debt and what we need to do to unravel it

Thoughts on the current US debt challenge and the long-term implications for markets and the economy from Stephen Dover, Head of Franklin Templeton Institute.

Stephen H. Dover, CFA |
An overview of US state budgets and municipal bonds
Fixed Income

An overview of US state budgets and municipal bonds

As COVID-era funding boosts come to a close, US state and local governments are facing some challenges. However, they have many tools with which to tackle them, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Research, Municipal Bonds. She provides her latest outlook.

Jennifer Johnston |
Quick Thoughts: Preparing for a pause
Perspectives

Quick Thoughts: Preparing for a pause

There is a disconnect between the Fed’s message regarding taking a pause in hiking interest rates this year and the market’s expectations of rate cuts. Stephen Dover, Head of Franklin Templeton Institute, shares the views of the company’s investment leaders regarding the likely path for interest rates as well as how investors can best position themselves in this uncertain environment.

Stephen H. Dover, CFA |
On My Mind: The Fed fights inflation, the markets fight the Fed
Fixed Income

On My Mind: The Fed fights inflation, the markets fight the Fed

Markets want to believe policy interest rates will soon fall—but inflation and growth data tell a very different story, argues Franklin Templeton Fixed Income CIO Sonal Desai.

Sonal Desai, Ph.D. |
PODCAST Anatomy of a Recession update: The dominoes are falling
Equity

PODCAST Anatomy of a Recession update: The dominoes are falling

Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments, provides us with an update on the Recession Risk Dashboard, a current view of those lagged effects, and perspective on first quarter earnings. In addition: the debt ceiling and perspective on the latest Fed meeting.

Jeffrey Schulze, CFA |
Women changemakers in the fintech industry
Perspectives

Women changemakers in the fintech industry

In honor of International Women’s Day, Head of Digital Assets and Industry Advisory Services Sandy Kaul hosted a panel of women changemakers within Franklin Templeton and its financial technology (fintech) partner companies. They discussed how they became leaders in their respective industries, the lessons they’ve learned along the way, and the exciting changes they are aiming to accomplish.

Sandy Kaul |
Quick Thoughts: The Fed—quantitative tightening or quantitative easing?
Perspectives

Quick Thoughts: The Fed—quantitative tightening or quantitative easing?

Can the Fed balance its objective of fighting inflation—and help save banks in turmoil? Stephen Dover, Head of Franklin Templeton Institute, opines.

Stephen H. Dover, CFA |
Quick Thoughts: Insights from the historic 2023 UN Water Conference
Perspectives

Quick Thoughts: Insights from the historic 2023 UN Water Conference

Understanding and integrating water issues into investment processes: Stephen Dover, Head of Franklin Templeton Institute offers Insights from the recent United Nations Water Conference.

Stephen H. Dover, CFA |