Beyond Bulls & Bears

Income opportunities in an evolving investment landscape
Multi-Asset

Income opportunities in an evolving investment landscape

The investment landscape continues to evolve as the Federal Reserve responds to economic data. Ed Perks, Chief Investment Officer of Franklin Income Investors, explores the impact of these changes on the fixed income and equity markets and offers insights regarding opportunities in different asset classes.

On my mind: Overdue reality check for Fed and markets has barely begun
Fixed Income

On my mind: Overdue reality check for Fed and markets has barely begun

Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai believes investors’ expectations that interest rates will not rise much may be very misguided.

Quick Thoughts: Why Our Managers Disagree on Inflation, Rates, and Growth
Perspectives

Quick Thoughts: Why Our Managers Disagree on Inflation, Rates, and Growth

Multiple leadership and diverse views steer how we invest in our global economy. Our recent macroeconomic investment roundtable with three of our autonomous investment managers found commonalities and disagreements on the path for global economic growth. All agreed that global growth will be significant this year, but there is some disagreement as to how persistent it will be. Our Chief Market Strategist Stephen Dover believes when thinking about fixed income investing, it is important to think beyond rising interest rates and focus on the many ways to obtain total return.