Beyond Bulls & Bears

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.

PODCAST: Anatomy of a recession—Interpreting mixed economic signals
Perspectives

PODCAST: Anatomy of a recession—Interpreting mixed economic signals

A look at the US economy with a focus on labor, home sales and corporate profits with Jeff Schulze, investment strategist at ClearBridge Investments.

Quick thoughts: Read, write, own—how Web3 can restore trust in markets and society
Alternatives

Quick thoughts: Read, write, own—how Web3 can restore trust in markets and society

“Web1” represents static websites, and “Web2” represents the shift in the delivery of the internet to user-centric, dynamic web offerings and platforms. Head of Franklin Templeton Institute Stephen Dover offers some perspective at the dawn of “Web3.”

Meet the manager: Wylie Tollette
Perspectives

Meet the manager: Wylie Tollette

Discovering commodity futures markets while pursuing his degree in agricultural economics, Franklin Templeton Investment Solutions’ new Chief Investment Officer Wylie Tollette has continued to grow from the different job and educational experiences he’s had over the years. In his current role, he is most excited about the democratization of private assets and helping his team succeed. In this Q&A, we get to know more about Wylie.

Quick thoughts: Investing for the next decade
Perspectives

Quick thoughts: Investing for the next decade

Franklin Templeton recently hosted an investment forum in Singapore, and much of the dialog pointed to a growing gap in growth outlook emerging between Asia and the West. Stephen Dover shares some key takeaways from the forum.

Evolution & revolution: Five technology megatrends impacting society
Perspectives

Evolution & revolution: Five technology megatrends impacting society

Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon. Read more from Sandy Kaul, Head of Digital Assets and Industry Advisory Services:

Quick thoughts: De-globalization—Myth or reality?
Perspectives

Quick thoughts: De-globalization—Myth or reality?

Is globalization truly dead? Stephen Dover, head of Franklin Templeton Institute, explores what drives globalization, whether we are currently in a “de-globalization” wave—and what it means for investors.

PODCAST: Anatomy of a recession: Remain patient amid market gyrations
Equity

PODCAST: Anatomy of a recession: Remain patient amid market gyrations

We discuss the potential economic and market impacts of the US midterm elections, get perspective on the Fed's actions against inflation, and review the current ClearBridge Recession Risk Dashboard with ClearBridge Investments’ Jeff Schulze.

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.

On my mind: A different kind of pivot
Fixed Income

On my mind: A different kind of pivot

Markets hoped for a dovish Federal Reserve “pivot,” but got a hawkish surprise instead. Brace for more volatility as the yield curve adjusts, warns Franklin Templeton Fixed Income CIO Sonal Desai. She sees the fixed income outlook as more constructive moving further forward in 2023.

UK vs. US pensions: The risks of derivatives-led LDI approach
Perspectives

UK vs. US pensions: The risks of derivatives-led LDI approach

It is unlikely that US corporate defined benefit (DB) pensions will have to face liquidity issues like those UK DB pensions recently witnessed, primarily because of their different approach to valuing liabilities, varying use of derivatives/leverage, and therefore a different investment style of liability-driven investing (LDI), according to Franklin Templeton Fixed Income’s Tom Meyers.

Quick thoughts: End of a golden era for profits?
Equity

Quick thoughts: End of a golden era for profits?

If the prolonged period of declining and ultra-low interest rates is over, what does that mean future corporate profits, cash flows and dividends? Head of Franklin Templeton Institute, Stephen Dover, opines.