Beyond Bulls & Bears

On My Mind: Investment Strategies for a Booster-Shot Recovery
Fixed Income

On My Mind: Investment Strategies for a Booster-Shot Recovery

Our Fixed Income CIO Sonal Desai shares her investment views and strategies for the post-pandemic recovery. She explains why inflation looks likely to gain steam, and how the balance of fundamentals and valuations become especially crucial today when looking for attractive returns in fixed income. The Franklin Templeton-Gallup Economics of Recovery Study supports her bullish view for the global economy, and highlights how policymakers need to intensify their efforts to boost vaccine acceptance.

Is Your Portfolio Prepared for a Potential Wildfire?
Multi-Asset

Is Your Portfolio Prepared for a Potential Wildfire?

“In our view, as overall global growth slows, uncertainty around predictions of forward interest rates, inflation and corporate earnings may increase.” - Wylie Tollette, Franklin Templeton Multi-Asset Solutions

On My Mind: Trade Wars—The Dog That Didn’t Bark
Fixed Income

On My Mind: Trade Wars—The Dog That Didn’t Bark

The prospect of a “trade war” between the United States and China has caused some investor trepidation over the past year. But are the fears of economic fallout from this “war” warranted? And, was there ever really a war at all? Franklin Templeton Fixed Income CIO Sonal Desai weighs in.