Beyond Bulls & Bears

Quick Thoughts: Innovation Builds Deep Water Technology Waves
Perspectives

Quick Thoughts: Innovation Builds Deep Water Technology Waves

The next decade will see an urgent and widespread boom in investments in innovation across all economic sectors, according to Stephen Dover and Kim Catechis of the Franklin Templeton Investment Institute. They say this technology wave will be experienced in both private and public sectors, and in every facet of investment portfolios for years to come. Below are some of their thoughts from the Institute’s Deep Water Waves paper.

Quick Thoughts: Digital Trends Impacting Investors and Advisors
Multi-Asset

Quick Thoughts: Digital Trends Impacting Investors and Advisors

Investors and financial advisors alike want to understand the fascinating trends that are transforming the investment industry. Recently, our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, hosted a roundtable discussing trends at the intersection of innovation and goals-based investing with Yaqub Ahmed, Head of Head of Investment-Only Division-U.S., U.S. Defined Contribution, U.S. Insurance & Sub-Advisory; Adam Petryk, Head of Solutions Strategy and Development, Franklin Templeton Investment Solutions; and Craig Ramsey, Chief Operating Officer, AdvisorEngine.

Quick Thoughts: The Growth and Inflation Argument Continues
Perspectives

Quick Thoughts: The Growth and Inflation Argument Continues

When it comes to questions about inflation, growth, and the impacts of vaccination rates on global economies, many of us are asking: what’s next? Our Head of the Franklin Templeton Investment Institute, Stephen Dover, and five economists from Franklin Templeton’s specialist investment teams discuss the current environment and how it shapes their views on the path forward.

Quick Thoughts: China’s New Regulatory Cycle
Emerging Markets

Quick Thoughts: China’s New Regulatory Cycle

China is in the midst of a tightening regulatory cycle which has led to some investor uncertainty and heightened market volatility. Our Chief Market Strategist, Stephen Dover, discusses China’s aspirations to increase economic growth while also providing social fairness and stability.

Quick Thoughts: Are You Pricing in Water Risk?
Alternatives

Quick Thoughts: Are You Pricing in Water Risk?

Our Chief Market Strategist, Stephen Dover, believes that water risk is global now—devastating floods, unseasonal hurricanes, droughts, megafires, and more demonstrate this. The economic implications of risks related to water are significant and should be considered when investing.

Quick Thoughts: New Realities in Emerging Markets
Emerging Markets

Quick Thoughts: New Realities in Emerging Markets

Emerging market (EM) economies are not what they used to be. Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, discusses EM disruption, transformation, and digitalization themes, and why he sees a multitude of potential innovation investment opportunities in EM markets today and in the years ahead.