Beyond Bulls & Bears

Quick Thoughts: Jackson Hole—Limited visibility, bumpy landing
Fixed Income

Quick Thoughts: Jackson Hole—Limited visibility, bumpy landing

In the wake of the Federal Reserve’s annual gathering in Jackson Hole, Stephen Dover, Head of Franklin Templeton Institute, conveys one clear message: interest rates aren’t coming down anytime soon.

Stephen H. Dover, CFA |
Crisis in concrete: Navigating the ripple effects of commercial real estate on municipal bonds
Fixed Income

Crisis in concrete: Navigating the ripple effects of commercial real estate on municipal bonds

Declining commercial real estate valuations will not likely lead to a wave of defaults among muni issuers, according to Franklin Templeton Fixed Income’s municipal bond team.

Ben Barber, CFA |
On My Mind: The structural shift that wasn’t
Fixed Income

On My Mind: The structural shift that wasn’t

Markets seem to be coming around to our Franklin Templeton Fixed Income CIO Sonal Desai’s view that the Fed will have to keep interest rates higher for longer, but now runaway fiscal deficits pose further upside risk to yields in the long term, she warns. She shares her latest insights on the fiscal and monetary outlook and the implications for investors.

Sonal Desai, Ph.D. |
Workplace Retirement Voice: Adding the two “P”s to the three “F”s
Retirement

Workplace Retirement Voice: Adding the two “P”s to the three “F”s

The advisor of the future needs to embrace a new value proposition, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. This means moving beyond the “three F’s” and taking a more holistic approach to changing client needs.

John M. Kutz |
Three value equity themes for the end of 2023
Equity

Three value equity themes for the end of 2023

Christian Correa, Chief Investment Officer of Franklin Mutual Series, discusses his team's top three themes for the back half of 2023: a less-gloomy US macroeconomic outlook, real asset investment and Japan’s rising sun.

Christian Correa, CFA |
Quick Thoughts: Don’t miss the return opportunity in fixed income
Perspectives

Quick Thoughts: Don’t miss the return opportunity in fixed income

Given the current economic backdrop, where can investment opportunities be found, particularly within the fixed income asset class? Head of Franklin Templeton Institute Stephen Dover shares his key takeaways from a panel discussion that he moderated with fixed income experts within the company.

Stephen H. Dover, CFA |
Meet the Manager: Sandy Kaul
Perspectives

Meet the Manager: Sandy Kaul

Franklin Templeton's Head of Digital Asset & Investor Advisory Services Sandy Kaul was recently named by Forbes as one of the "Crypto Gals" in its 2023 Forbes 50 Over 50 list. She was cited as a leader in the fintech industry, making an impact in a predominantly young and male field. Learn more about Sandy in this Q&A.

Sandy Kaul |
PODCAST Anatomy of a Recession update: Cracks in the foundation
Equity

PODCAST Anatomy of a Recession update: Cracks in the foundation

Perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.

Jeffrey Schulze, CFA |
A Swift history of ETF eras
ETFs

A Swift history of ETF eras

What might the sensational superstar Taylor Swift have in common with exchange-traded funds? David Mann, our Head of ETF Product and Capital Markets, lightheartedly examines the different eras of the ETF industry—drawing parallels to Swift’s memorable eras as a musician.

David Mann |
Evolution & Revolution: Understanding Web3 and digital assets—Franklin Templeton’s new primer
Perspectives

Evolution & Revolution: Understanding Web3 and digital assets—Franklin Templeton’s new primer

Having a foundational understanding of Web3 and emerging digital assets is essential in appreciating their impact on the future of the financial industry and society more widely. Franklin Templeton’s new digital assets primer provides in-depth information on these new concepts and terminologies. In this article, Sandy Kaul, Head of Digital Asset & Industry Advisory Services, summarizes each section in the primer.

Sandy Kaul |
K2 Hedge Fund Strategy Outlook: Third quarter 2023
Alternatives

K2 Hedge Fund Strategy Outlook: Third quarter 2023

The current environment looks favorable for equity market neutral, global macro and insurance-linked securities, according to K2 Advisors. The team offers its mid-year outlook for these and other hedge fund strategies.

Japanese stocks—In the land of rising dynamism
Equity

Japanese stocks—In the land of rising dynamism

Mutual Series’ Christian Correa and Mandana Hormozi believe the Japanese equity market is finally benefiting from reforms, inflation, and efforts to push companies to focus on growth and improve their valuations.

Christian Correa, CFA |