Beyond Bulls & Bears

PODCAST: Considering Mortgage-Backed Securities in a Fixed Income Portfolio
Fixed Income

PODCAST: Considering Mortgage-Backed Securities in a Fixed Income Portfolio

The COVID-19 pandemic has impacted all corners of the market, including mortgage-backed securities. Franklin Templeton Fixed Income's Paul Varunok takes a closer look at the space, and why he feels they can offer some stability in a fixed income portfolio.

Responsible Investing in a Traditional Asset Class
Fixed Income

Responsible Investing in a Traditional Asset Class

In the municipal bond market, the issuance of green bonds has provided an attractive solution for investors interested in socially responsible investments while also receiving the tax-exempt income benefit municipal bonds offer. Franklin Templeton’s Municipal Bond team provides an overview of green bonds, including potential benefits and risk considerations.

State Budgets Hit a Bumpy COVID-19 Road—Analyzing Municipal Credit Pressures
Fixed Income

State Budgets Hit a Bumpy COVID-19 Road—Analyzing Municipal Credit Pressures

For most US governors, June typically brings political fireworks when state legislatures hammer out final budgets for the next fiscal year. Our municipal bond team provides an overview of its recent COVID-19 credit research, explaining why some states face mounting credit pressures from high fixed costs and shallow emergency reserves, whereas other states with more diversified economies and strong financial management should fare better post COVID-19.

On My Mind: If You Open It, They Will Come
Fixed Income

On My Mind: If You Open It, They Will Come

After the shock of COVID-19, when will the global economy return to a sense of normalcy? Franklin Templeton Fixed Income CIO Sonal Desai examines some key economic activity indicators in the wake of the pandemic. She shares data on recent changes in US consumer behavior which seem to signal people are eager to go back to normal life.

EU Delivers Comprehensive Fiscal Rescue Package
Fixed Income

EU Delivers Comprehensive Fiscal Rescue Package

The European Commission has unveiled a sweeping new €750 billion coronavirus fiscal rescue package, including the issuance of new bonds. David Zahn, our Head of European Fixed Income, calls it groundbreaking.

Fed Support Helps Stabilize MBS Market
Fixed Income

Fed Support Helps Stabilize MBS Market

Like most asset classes, mortgage-backed securities (MBS) have seen heightened volatility over the past two months as the world copes with COVID-19 and investors look to reduce risk. The MBS market managed to stabilize amid help from the US Federal Reserve, which purchased these and other securities in a broad support program. Franklin Templeton Fixed Income Portfolio Manager Paul Varunok offers his outlook for the MBS market in light of recent events.

Meet the Manager: Sonal Desai
Fixed Income

Meet the Manager: Sonal Desai

Tending her family’s garden as a child, the seeds were planted for Sonal Desai to succeed in the world of finance and economics through hard work, attention to detail and a research-driven, scientific approach. Today, she leads Franklin Templeton’s Fixed Income team, and is particularly excited about the growth of quantitative science—and how it can complement fundamental analysis. Learn more about Desai.

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.

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.

On My Mind: Bringing the Economy Back from Life Support
Fixed Income

On My Mind: Bringing the Economy Back from Life Support

With recent data showing a coronavirus-driven recession in the United States appears inevitable, the question for many investors is how long it will last. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, weighs in on the differences between this one and other recessionary periods—and whether policymakers can engineer a recovery.

Times of Turmoil and Trouble Keeping ETF Score
LibertyShares

Times of Turmoil and Trouble Keeping ETF Score

During these turbulent times, how does one track and value the performance of an exchange-traded fund? David Mann, Head of Capital Markets, Global Exchange-Traded Funds, opines on ways to “keep score.”