Beyond Bulls & Bears

Evolution & Revolution: FTX fallout and the future of digital assets
Perspectives

Evolution & Revolution: FTX fallout and the future of digital assets

The FTX fallout is creating a reckoning in digital assets and cryptocurrencies. However, there are three takeaways from this event that point toward continued progress for the industry, according to Franklin Templeton Head of Digital Assets and Industry Advisory Services Sandy Kaul.

On My Mind: Listen to the man
Fixed Income

On My Mind: Listen to the man

Financial markets seem to have gone from “don't fight the Fed” to “don’t believe the Fed,” opines Franklin Templeton Fixed Income CIO Sonal Desai. She offers her thoughts following the US central bank’s December policy meeting, and warns to brace for more volatility ahead.

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.

The value of dividends in any season
Equity

The value of dividends in any season

Franklin Mutual Series believes dividend payers can give value investors better total returns over the longer term.

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: An expanding universe in a volatile world—A focus on private real estate and private credit
Alternatives

Quick thoughts: An expanding universe in a volatile world—A focus on private real estate and private credit

According to a recent webinar hosted by the Franklin Templeton Institute, private markets offer opportunities in the current challenging environment. Stephen Dover, head of Franklin Templeton Institute, shares his key takeaways from the webinar.