Beyond Bulls & Bears

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.

Navigating inflationary seas—a study of central banks in the United States, Europe and Asia
Fixed Income

Navigating inflationary seas—a study of central banks in the United States, Europe and Asia

With inflation still front and center and tight labor markets, how will central banks react to the challenging market environment? Join the Franklin Templeton Fixed Income (FTFI) economists as they discuss their views on central banks’ strategies and formalized policies in the latest installment of the FTFI Fifteen—a video series designed to cover relative market topics in about 15 minutes.

A continued focus on fixed income versus equities
Multi-Asset

A continued focus on fixed income versus equities

The longer-term risks of sticky inflation, monetary policy changes and slowing economic growth continue to challenge the markets. Within this uncertain backdrop, Franklin Income Investors’ Ed Perks shares his latest outlook and the investment opportunities he sees across fixed income and equities.

On My Mind: Fed to markets—keep dancing
Fixed Income

On My Mind: Fed to markets—keep dancing

Markets think the war against inflation has been won—and the Fed seems to believe it too—but has it? Franklin Templeton Fixed Income CIO Sonal Desai analyzes the latest data in light of the Federal Reserve policy meeting and examines whether a “painless landing” is possible.

Quick Thoughts: How to avoid making a unicorn skeleton
Multi-Asset

Quick Thoughts: How to avoid making a unicorn skeleton

Stephen Dover, Head of Franklin Templeton Institute, crunches the data to decipher the odds of a US recession this year and the implications for investor portfolios.

On my mind: Rollercoaster ride to reality
Fixed Income

On my mind: Rollercoaster ride to reality

We are witnessing a major shift in the fixed income investment environment. Franklin Templeton Fixed Income CIO Sonal Desai assesses the role of global and country-specific driving forces, and shares her views on the investment opportunities ahead.

On my mind: Are we there yet?
Fixed Income

On my mind: Are we there yet?

Are we there yet? Fed Chairman Jerome Powell hedged himself carefully at the July press conference; markets heard it as confirming expectations that we are closing in on the terminal rate and that the Fed will likely start cutting again as early as March of next year. Our Fixed Income CIO Sonal Desai is not so sure—here are her thoughts:

PODCAST: Looking beneath the surface of monetary policy tightening
Perspectives

PODCAST: Looking beneath the surface of monetary policy tightening

Thought leaders from Franklin Templeton and our specialist investment managers discuss how the largest Fed hike in nearly three decades, along with the possibility of subsequent significant hikes, could impact US markets and the economy. Plus, which developed and emerging markets face the most challenging economic and investing environments. 

On my mind: The Fed capitulates
Fixed Income

On my mind: The Fed capitulates

The Fed raised interest rates by 75 basis points in its June policy meeting, acknowledging continued upside surprises on inflation, inflation expectations and wage growth. It also de facto abandoned forward guidance. It was a reminder that economic data eventually rule the day, says Franklin Templeton Fixed Income CIO Sonal Desai. She argues this is a welcome but only partial move to a more realistic stance, and discusses why further hawkish surprises likely lie ahead.

Turbulence ahead
Perspectives

Turbulence ahead

The US Fed just made the biggest interest-rate increase since 1994. Should we be worried? Stephen Dover, Head of Franklin Templeton Institute, discusses the rising risk of a recession.

Quick thoughts: Navigating uncertainty in a rapidly changing world
Perspectives

Quick thoughts: Navigating uncertainty in a rapidly changing world

Thoughts on recent market volatility and implications for investors from Head of Franklin Templeton Institute, Stephen Dover.

On my mind: Overdue reality check for Fed and markets has barely begun
Fixed Income

On my mind: Overdue reality check for Fed and markets has barely begun

Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai believes investors’ expectations that interest rates will not rise much may be very misguided.