Beyond Bulls & Bears

Quick Thoughts: Do elections matter for markets?
Perspectives

Quick Thoughts: Do elections matter for markets?

The upcoming US presidential elections transcend mere political rivalry. Stephen Dover, Head of Franklin Institute, examines the policy differences between the major parties and their potential implications on capital markets in the years to come. He also discusses whether elections and their outcomes have significantly affected equity markets or if other factors made more of an impact.

Quick Thoughts: The Fed—Steady as she goes
Perspectives

Quick Thoughts: The Fed—Steady as she goes

Thoughts on the US monetary policy path ahead from Franklin Templeton Institute’s Stephen Dover and Rick Polsinello.

Quick Thoughts: Investment Ideas—Is cash at a tipping point?
Fixed Income

Quick Thoughts: Investment Ideas—Is cash at a tipping point?

Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Michael Buchanan, Co-Chief Investment Officer, Western Asset Management, and Brendan Circle, Portfolio Manager, Franklin Income Investors. The group considered the current market environment as it pertains to cash in client portfolios. Has cash reached a tipping point?

Quick Thoughts: Kicking the can down the road
Equity

Quick Thoughts: Kicking the can down the road

While interest rates were left unchanged at the January Fed meeting as expected, there were some interesting hints about future monetary policy. Stephen Dover, Head of Franklin Templeton Institute, opines.

Consider This: 2024 elections
Equity

Consider This: 2024 elections

Political risk is global in 2024: Franklin Templeton Institute’s Kim Catechis highlights key elections to watch across the world in the coming year.

Quick Thoughts: Five surprises for 2024
Perspectives

Quick Thoughts: Five surprises for 2024

As we near the end of 2023, Head of Franklin Institute Stephen Dover reviews how his forecasts for the year panned out and shares the themes his team is watching out for in 2024.

Quick Thoughts: Investment Ideas—The case for fixed income in 2024
Fixed Income

Quick Thoughts: Investment Ideas—The case for fixed income in 2024

Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.

Quick Thoughts: Inflation—the final mile
Perspectives

Quick Thoughts: Inflation—the final mile

In the context of fighting inflation, the “‘final mile”’ represents the successful and sustainable achievement of a central bank’s inflation target. Stephen Dover, Head of Franklin Templeton Institute, opines on the Fed’s ability to reach it.

Alternative Allocations: Lessons learned from institutions
Alternatives

Alternative Allocations: Lessons learned from institutions

At a recent educational event organized by Franklin Templeton, Franklin Templeton Institute’s Senior Alternative Investment Strategist Tony Davidow hosted a day of panels that focused on alternative investments. This article provides insights gained from these discussions, such as lessons learned from institutional clients that can be applied to other client segments.

Quick Thoughts: Should we fear the rapid rise of interest rates?
Fixed Income

Quick Thoughts: Should we fear the rapid rise of interest rates?

Term premiums have been on the rise, but should investors be concerned? Stephen Dover, Head of Franklin Templeton Institute, explains what term premiums are, and why they are worth paying attention to.

Quick Thoughts: Middle East conflict—few implications (for now) for markets
Perspectives

Quick Thoughts: Middle East conflict—few implications (for now) for markets

For now, the economic and market impacts of the Middle East conflict seem relatively contained, according to Stephen Dover, Head of Franklin Templeton Institute.

Quick Thoughts: Investment Ideas—Is the Muni Comeback Still in the Making?
Fixed Income

Quick Thoughts: Investment Ideas—Is the Muni Comeback Still in the Making?

Making the case for municipal bonds today with Stephen Dover, Head of Franklin Templeton Institute.