Beyond Bulls & Bears

COVID 19 Disrupts Municipalities—Will Taxing Millionaires Accelerate Outmigration?
Fixed Income

COVID 19 Disrupts Municipalities—Will Taxing Millionaires Accelerate Outmigration?

Apart from some high-profile downgrades, the muni credit markets finished 2020 buoyed by breakthrough vaccines and signs that state and local tax collections were better than anticipated. That said, many governors still face tough choices when it comes to budget shortfalls: they must either raise revenues, cut spending, or both. Our Director of Municipal Bonds, Ben Barber, and Director of Municipal Bond Research, Jennifer Johnston, explain why tax revenues have rallied unexpectedly for California, and explore if working remotely will accelerate outmigration from New York City.

On My Mind: Investment Strategies for a Booster-Shot Recovery
Fixed Income

On My Mind: Investment Strategies for a Booster-Shot Recovery

Our Fixed Income CIO Sonal Desai shares her investment views and strategies for the post-pandemic recovery. She explains why inflation looks likely to gain steam, and how the balance of fundamentals and valuations become especially crucial today when looking for attractive returns in fixed income. The Franklin Templeton-Gallup Economics of Recovery Study supports her bullish view for the global economy, and highlights how policymakers need to intensify their efforts to boost vaccine acceptance.

PODCAST: Capturing Income in the Current Market Environment
Multi-Asset

PODCAST: Capturing Income in the Current Market Environment

Ed Perks, chief investment officer with Franklin Templeton Investment Solutions, talks about the current market conditions and how they could impact multi-asset investment strategies that aim to capture income.

Why the Future Still Means Fossil Fuels, for Now
Equity

Why the Future Still Means Fossil Fuels, for Now

Franklin Equity Group's Fred Fromm and Matt Adams explain why they think natural gas is likely to play a major role in the US transition to cleaner energy.

PODCAST: Anatomy of Recession: Reasons Recovery Could Accelerate
Equity

PODCAST: Anatomy of Recession: Reasons Recovery Could Accelerate

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments, a Specialist Investment Manager of Franklin Templeton, discusses why ClearBridge’s exclusive Recession Risk Dashboard is flashing green—a strong signal for growth.

A Year of Lingering Uncertainty, but Ample Global Opportunities
Equity

A Year of Lingering Uncertainty, but Ample Global Opportunities

Our Head of Equities, Stephen Dover, shares his 2021 equity outlook. He sees opportunity amid upheaval.

PODCAST: ESG Investing: What to Expect in 2021 and Beyond
Perspectives

PODCAST: ESG Investing: What to Expect in 2021 and Beyond

Julie Moret, our global Head of Environmental, Social and Governance (ESG), speaks with AssetTV’s Jenna Dagenhart about the ways the COVID-19 pandemic has affected ESG investing, and what these shifts could mean in 2021 and beyond.

Short-Term Uncertainties as COVID-19 Cases Spike
Multi-Asset

Short-Term Uncertainties as COVID-19 Cases Spike

As regional lockdowns loom in light of a renewed spike in coronavirus cases, the near-term outlook may be a bit bumpy, says Gene Podkaminer, Head of Research at Franklin Templeton Investment Solutions. He explores the potential market implications of renewed lockdowns and comments on how vaccine availability might affect a future economic recovery.

On My Mind: Knowledge Drives Confidence, Confidence Drives Growth
Fixed Income

On My Mind: Knowledge Drives Confidence, Confidence Drives Growth

The Franklin Templeton–Gallup Economics of Recovery Study has heralded some interesting results in regard to the attitudes and behavior of Americans in response to the ongoing pandemic—and what developments could change both. Our Fixed Income CIO Sonal Desai shares her thoughts on the latest wave of survey findings, including the value of trusted advice in navigating financial and investment concerns.

US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate
Alternatives

US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate

The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real estate trends today and which areas look more promising than others.

US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View
Perspectives

US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View

We’ve seen aggressive government and central bank support to stimulate economies sickened from COVID-19 slowdowns, but will the global economy right itself in 2021? Templeton Global Macro CIO Michael Hasenstab and Francis Scotland, Director of Global Macro Research at Brandywine Global, share their macro outlook for the year ahead. They opine on whether the glass looks half empty or half full as the world eagerly awaits a vaccine and as US policies shift amid a change in administration.

US 2020 Election Investment Pulse: Positive for Europe
Perspectives

US 2020 Election Investment Pulse: Positive for Europe

Global markets embraced the removal of uncertainty surrounding the US elections, and many European leaders in particular welcomed a renewed relationship with the world’s largest economy under President-elect Joe Biden. Our Katrina Dudley and David Zahn discuss the implications for European equities and fixed income of a new US administration, including the “green” agenda Europe has prioritized. They also touch on the impact of COVID-19 on the region and recent news of an effective vaccine.