Beyond Bulls & Bears

Quick Thoughts: Artificial intelligence—A primer
Alternatives

Quick Thoughts: Artificial intelligence—A primer

Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.

Stephen H. Dover, CFA |
Running of the bulls
Multi-Asset

Running of the bulls

Equity markets have rallied since October, but the Franklin Templeton Investment Solutions team thinks markets have run ahead of both current and expected growth. Learn why—and what it may mean for investors.

Tom Nelson, CFA |
Quick Thoughts: The sovereign debt wave—an existential threat
Fixed Income

Quick Thoughts: The sovereign debt wave—an existential threat

The Sovereign Debt Wave is at a historic peak and appears set to continue growing. With higher inflation and reduced liquidity, some countries will be able to continue to issue debt easily, while some will not. Franklin Templeton Institute’s Stephen Dover and Kim Catechis discuss the different factors that will affect long-term investment returns for sovereign debt.

Stephen H. Dover, CFA |
Cautiously optimistic on commodities
Equity

Cautiously optimistic on commodities

While caution in some areas of the commodities space may be prudent, there are also reasons for optimism, according to Fred Fromm, portfolio manager, Franklin Equity Group. He offers his mid-year outlook and potential investment opportunities.

Frederick Fromm, CFA |
Quick Thoughts: Impacts of ceilings, tightening and liquidity
Fixed Income

Quick Thoughts: Impacts of ceilings, tightening and liquidity

Head of Franklin Templeton Institute Stephen Dover recently moderated a panel of our leading economists and asked this key question: What’s in store for investors in the second half? Here’s a quick take of their answers.

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 |
Navigating inflationary seas—a study of central banks in the United States, Europe and Asia
Fixed Income

Navigating inflationary seas—a study of central banks in the United States, Europe and Asia

With inflation still front and center and tight labor markets, how will central banks react to the challenging market environment? Join the Franklin Templeton Fixed Income (FTFI) economists as they discuss their views on central banks’ strategies and formalized policies in the latest installment of the FTFI Fifteen—a video series designed to cover relative market topics in about 15 minutes.

Nikhil Mohan |
Technology advancements driving opportunities in health care
Equity

Technology advancements driving opportunities in health care

Health care’s innovation-driven growth and inherent resilience makes it a natural fit for dividend growth investors, according to Franklin Equity Group.

Nick Getaz, 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 |
International value investing makes a comeback
Equity

International value investing makes a comeback

After years lagging the tech-heavy US market, Franklin Mutual Series sees international value stocks coming back into the spotlight over the coming years as the traditional economy comes into sharper focus.

Katrina Dudley, CFA |
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 |
Alternative Allocations: Opportunities in commercial real estate
Alternatives

Alternative Allocations: Opportunities in commercial real estate

While the financial media has focused on the headwinds for commercial real estate and the challenges the office and retail sectors face, this narrative ignores the differences across sectors and the potential opportunities available in today’s market environment, according to Franklin Templeton Institute’s Tony Davidow.

Tony Davidow, CIMA® |