Beyond Bulls & Bears

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.

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.

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.

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:

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.

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.

Quick Thoughts: Three weeks on, what did we learn from the banking crisis?
Perspectives

Quick Thoughts: Three weeks on, what did we learn from the banking crisis?

Implications of the ongoing volatility in the banking sector, and what it means for markets in Europe and globally—check out highlights from our most recent discussion with Kim Catechis, Investment Strategist, Franklin Templeton Institute.

Quick Thoughts: Market volatility and developments in the banking sector
Multi-Asset

Quick Thoughts: Market volatility and developments in the banking sector

What are the implications of the ongoing volatility in the banking sector, and what does it mean for markets in Europe and globally? Check out highlights from our most recent discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.

Quick Thoughts: From a deep dive into the banking sector
Perspectives

Quick Thoughts: From a deep dive into the banking sector

Beyond the near-term turmoil, there may need to be a re-evaluation of the regional banking model in the United States, according to a recent panel hosted by Stephen Dover, Head of Franklin Templeton Institute. The panel discussed the latest developments and investment implications—including a move to money market funds.

Under the Macroscope: Repercussions of banking stress on the Asia-Pacific region
Multi-Asset

Under the Macroscope: Repercussions of banking stress on the Asia-Pacific region

The collapse of Silicon Valley Bank, and further banking issues in the United States and Europe, has resulted in market volatility and concerned investors around the world. Franklin Templeton Institute Investment Strategist Christy Tan shares her views regarding possible effects on the Asia-Pacific region and where opportunities may be found.

Quick Thoughts: The crucial questions
Multi-Asset

Quick Thoughts: The crucial questions

To help understand the current market volatility arising from the collapse of banks in the United States and Europe, Head of Franklin Templeton Institute Stephen Dover provides his answers to three crucial questions.

Quick Thoughts: How is the SVB and Credit Suisse crisis affecting the US and European banking industry?
Multi-Asset

Quick Thoughts: How is the SVB and Credit Suisse crisis affecting the US and European banking industry?

Following recent efforts by central banks and regulators to alleviate the banking crisis, Franklin Templeton Institute’s Stephen Dover and Lukasz Kalwak discuss their thoughts on the implications and outlook for the banking industries in the United States and Europe.