fixed income investing Archives | Beyond Bulls and Bears

Beyond Bulls & Bears

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.

Edward D. Perks, CFA | February 29, 2024

Fixed Income

Food for Thought: The Fed—We’ll get there when we get there!

Instead of pivoting directly toward an easing bias, the Federal Open Market Committee opted for a wait-and-watch approach in January. Franklin Fixed Income Economist Nikhil Mohan expects rate cuts to come, but not quite as soon as or as many as markets have been anticipating.

Nikhil Mohan | February 2, 2024

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.

Edward D. Perks, CFA | November 30, 2023

Fixed Income

Discovering sources of alpha and diversification in fixed income

In an economic environment characterized by rising interest rates and a forecasted slowdown, the fixed income asset class has emerged as a beacon of opportunity. Recently, Katie Klingensmith, Senior Vice President – Investment Strategist at Brandywine Global, moderated a panel of fixed income portfolio managers to explore these opportunities, discuss strategies to generate alpha and share their outlook as we approach the end of the year. Here are her key takeaways from this conversation.

Katie Klingensmith | November 10, 2023

Perspectives

Quick Thoughts: Don’t miss the return opportunity in fixed income

Given the current economic backdrop, where can investment opportunities be found, particularly within the fixed income asset class? Head of Franklin Templeton Institute Stephen Dover shares his key takeaways from a panel discussion that he moderated with fixed income experts within the company.

Stephen H. Dover, CFA | August 11, 2023

Fixed Income

On My Mind: The Long and Winding Road…

With inflation running at multi-decade highs, major central banks get ready to tighten monetary policy. Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai argues they are well behind the curve—and why she thinks markets still underestimate the long, volatile adjustment period that lies ahead.

Sonal Desai, Ph.D. | February 14, 2022

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