Beyond Bulls & Bears

US equity outlook: Opportunities for active management
Equity

US equity outlook: Opportunities for active management

If 2023 was the year of the “Magnificent Seven,” 2024 may be a year where small-, mid- and large-cap companies will take the spotlight, according to Franklin Equity Group.

Quick Thoughts: Five surprises for 2024
Perspectives

Quick Thoughts: Five surprises for 2024

As we near the end of 2023, Head of Franklin Institute Stephen Dover reviews how his forecasts for the year panned out and shares the themes his team is watching out for in 2024.

On My Mind: Miracle on 20th Street
Fixed Income

On My Mind: Miracle on 20th Street

Markets cheered a “dovish” December Federal Reserve meeting, seen as an early gift to investors. But has the battle against inflation been won? Franklin Templeton Fixed Income CIO Sonal Desai weighs in.

Get real (assets)
Equity

Get real (assets)

Mutual Series sees an increasing number of investment opportunities in real assets.

Alternative Allocations: Asset allocation, portfolio construction and goals-based investing
Alternatives

Alternative Allocations: Asset allocation, portfolio construction and goals-based investing

In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses asset allocation and portfolio construction with Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association.

Why now for US equity income?
Equity

Why now for US equity income?

John Baldi, Portfolio Manager at ClearBridge Investments, examines the evolving US equity income landscape and shares his strategies for generating income and growth, while also aiming to manage risk in uncertain economic and market conditions.

Global value stocks offer potential stability in a more uncertain 2024
Equity

Global value stocks offer potential stability in a more uncertain 2024

Value stocks are poised to deliver solid returns in what may prove to be a more unsettled year ahead, according to Mutual Series CIO Christian Correa.  

Mid-cap stock diversification for the market environment ahead
ETFs

Mid-cap stock diversification for the market environment ahead

The mid-cap universe offers compelling sector diversification and opportunities to participate in the upside of the broader market, according to Dina Ting, Head of Global Index Portfolio Management.

PODCAST Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24
Equity

PODCAST Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24

A review of recent US inflation data, the Recession Risk Dashboard, and thoughts on if we've reached the peak in the fed funds rate. Join us for this conversation with Jeff Schulze of ClearBridge Investments.

Growing green: Cultivating a sustainable future through an ecosystem service valuation
Fixed Income

Growing green: Cultivating a sustainable future through an ecosystem service valuation

The Franklin Templeton Fixed Income team believes that sustainable investing will be a dominant investment trend in the coming years, with structural tailwinds that could help improve financial returns.

Quick Thoughts: Investment Ideas—The case for fixed income in 2024
Fixed Income

Quick Thoughts: Investment Ideas—The case for fixed income in 2024

Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.

Attractive income opportunities for uncertain markets
Multi-Asset

Attractive income opportunities for uncertain markets

In a turnaround from last year, there is renewed interest in the fixed income asset class as yields have risen. Ed Perks, CIO of Franklin Income Investors, shares his analysis of recent macro developments and where he sees opportunities for income.