Beyond Bulls & Bears

Tag: Franklin Templeton Institute

Quick Thoughts: Artificial intelligence—A primer
Alternatives

Quick Thoughts: Artificial intelligence—A primer

Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.

Stephen H. Dover, CFA |
Quick Thoughts: The sovereign debt wave—an existential threat
Fixed Income

Quick Thoughts: The sovereign debt wave—an existential threat

The Sovereign Debt Wave is at a historic peak and appears set to continue growing. With higher inflation and reduced liquidity, some countries will be able to continue to issue debt easily, while some will not. Franklin Templeton Institute’s Stephen Dover and Kim Catechis discuss the different factors that will affect long-term investment returns for sovereign debt.

Stephen H. Dover, CFA |
Quick Thoughts: Impacts of ceilings, tightening and liquidity
Fixed Income

Quick Thoughts: Impacts of ceilings, tightening and liquidity

Head of Franklin Templeton Institute Stephen Dover recently moderated a panel of our leading economists and asked this key question: What’s in store for investors in the second half? Here’s a quick take of their answers.

Alternative Allocations: Opportunities in commercial real estate
Alternatives

Alternative Allocations: Opportunities in commercial real estate

While the financial media has focused on the headwinds for commercial real estate and the challenges the office and retail sectors face, this narrative ignores the differences across sectors and the potential opportunities available in today’s market environment, according to Franklin Templeton Institute’s Tony Davidow.

Tony Davidow, CIMA® |
Alternative Allocations: The growth and diversification of secondaries
Alternatives

Alternative Allocations: The growth and diversification of secondaries

Secondary funds, commonly referred to as secondaries or continuation transactions, purchase existing interests from limited partners (LPs) or assets from primary private equity fund investors. Although once considered a niche strategy, secondaries have matured and now represent a vital cog in the private equity ecosystem, according to Franklin Templeton Institute’s Tony Davidow. Read more:

Tony Davidow, CIMA® |
Alts Angle: Rethinking retirement with alternative investments
Alternatives

Alts Angle: Rethinking retirement with alternative investments

After a challenging 2022, many advisors and investors began to question their traditional retirement approach to investing. Tony Davidow, Senior Alternative Investment Strategist with Franklin Templeton Institute, illustrates the potential impact of adding alternative investments to pursue growth and income—as well as seek to dampen volatility—during the accumulation and distribution phases of retirement.

Tony Davidow, CIMA® |
Quick Thoughts: The tapestry of debt and what we need to do to unravel it
Perspectives

Quick Thoughts: The tapestry of debt and what we need to do to unravel it

Thoughts on the current US debt challenge and the long-term implications for markets and the economy from Stephen Dover, Head of Franklin Templeton Institute.

Stephen H. Dover, CFA |
Quick Thoughts: What to do when stuff happens
Multi-Asset

Quick Thoughts: What to do when stuff happens

When markets turn volatile, it’s not time to despair. Stephen Dover, Head of Franklin Templeton Institute, offers some judicious perspective on how to turn volatility into opportunity.

Stephen H. Dover, CFA |
Quick Thoughts: Preparing for a pause
Perspectives

Quick Thoughts: Preparing for a pause

There is a disconnect between the Fed’s message regarding taking a pause in hiking interest rates this year and the market’s expectations of rate cuts. Stephen Dover, Head of Franklin Templeton Institute, shares the views of the company’s investment leaders regarding the likely path for interest rates as well as how investors can best position themselves in this uncertain environment.

Stephen H. Dover, CFA |
Alts Angle: Will 2023 be a good vintage year for private markets?
Alternatives

Alts Angle: Will 2023 be a good vintage year for private markets?

What does winemaking have to do with private markets? Like good wines, the best vintages in private markets often come from challenging environments, according to Franklin Templeton Institute’s Tony Davidow. Read more:

Tony Davidow, CIMA® |
Quick Thoughts: The Fed—quantitative tightening or quantitative easing?
Perspectives

Quick Thoughts: The Fed—quantitative tightening or quantitative easing?

Can the Fed balance its objective of fighting inflation—and help save banks in turmoil? Stephen Dover, Head of Franklin Templeton Institute, opines.

Stephen H. Dover, CFA |
Quick Thoughts: Macro Perspectives—finding the path to normal
Perspectives

Quick Thoughts: Macro Perspectives—finding the path to normal

What’s next for the economies and markets following the recent banking sector turmoil? Head of Franklin Templeton Institute Stephen Dover shares his key takeaways from a panel discussion with the company’s economists.

Stephen H. Dover, CFA |