Beyond Bulls & Bears

On My Mind: Now Let’s Get Those Jobs Back
Fixed Income

On My Mind: Now Let’s Get Those Jobs Back

COVID-19 has taken a toll on human lives as well as the global economy, with the latest US employment figures revealing a shocking number of job losses in April. Franklin Templeton Fixed Income CIO Sonal Desai weighs in on the situation, saying the next few weeks will likely prove crucial in shaping the course of the labor market for the remainder of this year.

Coronavirus Pandemic Shifts Focus to ESG
Equity

Coronavirus Pandemic Shifts Focus to ESG

The coronavirus pandemic has highlighted the importance of financial market risks that fit within the realm of environmental, social and governance (ESG) factors—namely disaster preparedness and health risks. Templeton Global Equity Group’s Maarten Bloemen argues we will see recently highlighted ESG considerations more acutely on the radar of investors, while other issues previously on the backburner due to coronavirus—such as climate change—will likely come back to the spotlight as this is a long-term structural issue which will need to be addressed. He opines on the state of ESG investing and where he sees values.

Building Credit-Ability: Additional Clarity on Fed ETF Buying
LibertyShares

Building Credit-Ability: Additional Clarity on Fed ETF Buying

While there still isn’t complete clarity surrounding the Federal Reserve’s purchases of exchange-traded funds (ETFs), it did recently release a bit more information. David Mann, our Head of Capital Markets, Global ETFs, attempts to solve the mystery of which ETFs the Fed might be buying—and when.

Dividend Growth: A Hallmark of Quality More than Ever
Equity

Dividend Growth: A Hallmark of Quality More than Ever

Franklin Equity Group’s Nick Getaz and Matt Quinlan explain why they look for select high-quality stocks with a strong track record of dividend growth through a range of positive and negative economic conditions.

To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress
Multi-Asset

To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress

Some investors use a set-it-and-forget-it approach to their portfolios, but there are times when the asset mix may need to be recalibrated to achieve one’s goals. Here, Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette discuss the importance of rebalancing one’s portfolio, especially during times of market turmoil, and how different types of investors can accomplish the task.

PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis
Fixed Income

PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis

The coronavirus crisis has brought a number of uncertainties, including what will happen in the aftermath. Will economic growth quickly rebound? Will there be lasting societal changes? In our latest “Talking Markets” podcast, Dr. Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, offers his take—and some considerations for investors.

Don’t Forget About Your Other Retirement Plan
Education

Don’t Forget About Your Other Retirement Plan

As headlines revolve around the impact of the coronavirus and the costs of government spending packages to keep the economy afloat, the state of Social Security is one thing we can find at least some assurance in, says Gail Buckner, our personal retirement and financial planning strategist. She takes a look at the latest Social Security Trustees’ Report, released on April 22.

Municipal Bond Perspective: Where We Go from Here
Fixed Income

Municipal Bond Perspective: Where We Go from Here

The Franklin Municipal Bond Department shares why they think the muni bond market is likely to show signs of distress and elevated volatility for some time.

Quick Thoughts: Oil Markets Are Lacking Energy
Equity

Quick Thoughts: Oil Markets Are Lacking Energy

Why did oil futures contracts turn negative for the first time ever? Our Head of Equities Stephen Dover gives his take.

Fixed Income View: A Crisis Like No Other
Fixed Income

Fixed Income View: A Crisis Like No Other

When times of turmoil hit, most investors become risk-averse, seeking safety over opportunity for higher returns. The coronavirus-driven crisis is no different in that regard. However, John Beck, our director of fixed income, London, sees some striking differences between this and other crises, and offers some thoughts on where he thinks taking some risk today might make sense.

PODCAST: Rescuing the Economy: Impacts of Massive Fiscal and Monetary Stimulus
Fixed Income

PODCAST: Rescuing the Economy: Impacts of Massive Fiscal and Monetary Stimulus

Is history repeating itself or is the coronavirus crisis something completely different? In our latest "Talking Markets" podcast, Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, explains how the current global economic and market environments differ from past crisis periods. She also outlines how she sees different recovery scenarios playing out across the United States and around the world.

Quick Thoughts: Promising COVID-19 Research Underway
Equity

Quick Thoughts: Promising COVID-19 Research Underway

Following the race to find a potential COVID-19 cure? Two of our senior investment leaders and a world immunology expert weigh in.