Beyond Bulls & Bears

Will Italy still have ECB support in wake of elections?
Fixed Income

Will Italy still have ECB support in wake of elections?

Our Head of European Fixed Income, David Zahn, weighs in on the potential market implications of the outcome of the recent Italian elections.

A lesson in ratios and ETF liquidity
ETFs

A lesson in ratios and ETF liquidity

In the midst of back-to-school season, David Mann opines on the real-life applications of mysterious middle-school math and exchange-traded funds.

Quick thoughts: Why the US dollar matters
Perspectives

Quick thoughts: Why the US dollar matters

Why is the US dollar so strong? And what does the strengthening dollar mean for investors, the global economy and inflation? Stephen Dover, Head of Franklin Templeton Institute, explains.

Municipal markets continue to feel the pressure this year, yet fundamentals remain stable
Fixed Income

Municipal markets continue to feel the pressure this year, yet fundamentals remain stable

The municipal bond market has not been immune to bouts of volatility hitting the markets this year, but there are still pockets of opportunity, according to Franklin Templeton Fixed Income’s Director of Municipal Bonds, Ben Barber. He points to improving technical conditions, stable fundamentals and inexpensive valuations that make the asset class look compelling.

Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?
Multi-Asset

Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?

Inflation is top of mind for consumers and market participants. In the United States, many are questioning whether student loan forgiveness will make inflation worse, and if the recently passed “Inflation Reduction Act” will offer relief. Franklin Templeton Investment Solutions’ Gene Podkaminer and Spencer Walling weigh in on whether these new policies will worsen the current inflationary environment, or prove to provide a deflationary impulse for the economy.

On my mind: Staying on message
Fixed Income

On my mind: Staying on message

The Fed delivered another 75 bps rate hike and reiterated its Jackson Hole message: reducing inflation is now its one and only priority. But the Fed's forecasts still seem too optimistic, and this could feed extended uncertainty and volatility in markets. Our Fixed Income CIO Sonal Desai shares her thoughts.

You are not first: Making the case for alternatives—particularly commercial real estate—in defined contribution plans
Alternatives

You are not first: Making the case for alternatives—particularly commercial real estate—in defined contribution plans

Despite widespread use in institutional portfolios, alternative investments are not typically found in US defined contribution plans. Drew Carrington, Head of Institutional Defined Contribution at Franklin Templeton, and Tripp Braillard, Head of Defined Contribution Distribution at Clarion Partners, explain why perhaps they should be.

Euro fall: Why parity between the euro and US dollar may persist
Equity

Euro fall: Why parity between the euro and US dollar may persist

Franklin Mutual Series’ Investment Strategist Katrina Dudley believes that higher inflation in Europe stemming from rising energy prices, as well as lower relative interest rates, may keep the euro under pressure.

Dimensions & Insights: Diverse and inclusive practices unlock opportunities
Perspectives

Dimensions & Insights: Diverse and inclusive practices unlock opportunities

Diversity & Inclusion (D&I) practices unlock opportunities that might otherwise go unnoticed. Companies with greater ethnic and cultural diversity outperform in productivity and profitability and gain the ability to find and unlock innovations from anyone, anywhere. Our Chief Diversity Officer Regina Curry believes the debate is long over—the business case for D&I is proven and compelling.

Think locally, invest globally
Equity

Think locally, invest globally

Franklin Mutual Series explains how global investing may provide a path to better returns.

On my mind: The Fed—do you hear me now?
Fixed Income

On my mind: The Fed—do you hear me now?

Fed Chairman Powell delivered a forceful and unequivocal message today at Jackson Hole, pushing back against market expectations of an early pivot back to rate cuts. Restoring price stability will require tight monetary policy for some time, he said, and the Fed will not waver when the labor market starts feeling the pain. Markets have taken notice, but will test the Fed’s resolve again, making for a volatile adjustment process in asset prices. Our Fixed Income CIO Sonal Desai shares her thoughts:

PODCAST: Investing in innovation–impacts of market volatility and shocks
Equity

PODCAST: Investing in innovation–impacts of market volatility and shocks

Franklin Equity Group’s Renee Anderson and Matt Moberg cover investing in innovation during market volatility. We hear how business fundamentals and valuations look right now. Plus, from electric vehicles and renewable energy, to the metaverse, blockchain and more—a breakdown of which innovation themes have the most upside and challenges.