Beyond Bulls & Bears

PODCAST Anatomy of a Recession update: What is a recession, exactly?
Equity

PODCAST Anatomy of a Recession update: What is a recession, exactly?

Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.

Jeffrey Schulze, CFA |
Copilot, not autopilot: How generative AI augments, but doesn’t replace active management
Perspectives

Copilot, not autopilot: How generative AI augments, but doesn’t replace active management

AI, with its data analysis and predictive power, can revolutionize investing. However, humans remain a crucial part of the process. Franklin Templeton Investment Solutions provides use cases into how different investors can harness AI to achieve their desired outcomes and workflows.

Max Gokhman, CFA |
Alternative Allocations: Podcast episode 1—The state of the alternative investments industry
Alternatives

Alternative Allocations: Podcast episode 1—The state of the alternative investments industry

In this first episode, Franklin Templeton Institute’s Tony Davidow discusses the democratization of alternative investments and related topics with CAIA’s John Bowman.

Tony Davidow, CIMA® |
Quick Thoughts: Investment Ideas—Building portfolios during economic uncertainty
Perspectives

Quick Thoughts: Investment Ideas—Building portfolios during economic uncertainty

When the economic environment is uncertain, investors may be equally uncertain whether their portfolios are positioned to meet any unknown challenges ahead. Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute, shares some takeaways from a panel discussion on the topic.

Stephen H. Dover, CFA |
Time to snag UK equities from the Brexit bargain bin?
ETFs

Time to snag UK equities from the Brexit bargain bin?

The UK equity market has been a laggard among global peers since Brexit, but bargain-hunting investors have been showing renewed interest. Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management, explores the positive trends that are making a case for holding UK equities.

Dina Ting, CFA |
Dimensions & Insights: Blockchain and FinTech expand with diversity and inclusion
Perspectives

Dimensions & Insights: Blockchain and FinTech expand with diversity and inclusion

Inclusive and collaborative innovations, such as digital assets and blockchain, exemplify financial technology and services that can change the trajectory of economies while benefiting many global participants. Chief Diversity Officer Regina Curry and Franklin Templeton Head of Digital Assets Roger Bayston believe creating workplaces with intentional collaborative, inclusive, and debiasing practices can power great development environments. These actions enable trust and diversity that can impact innovation and business growth.

Regina Curry |
Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise
Fixed Income

Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise

The resilience of US growth, earnings and markets has been the big surprise of 2023. Stephen Dover, Head of Franklin Templeton Institute, opines on the factors at play—and whether they will last.

Stephen H. Dover, CFA |
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
Equity

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 |