Beyond Bulls & Bears

On My Mind: Catch me if you can—Markets outrun the Fed
Fixed Income

On My Mind: Catch me if you can—Markets outrun the Fed

The Federal Reserve has fueled market conviction that the good old days of extremely low interest rates and abundant liquidity are soon to return. Our Franklin Templeton Fixed Income CIO Sonal Desai sees this reaction as an excess of dovish enthusiasm that sets the stage for more volatility. She shares her latest insights on the policy outlook and the implications for investors.

On My Mind: Miracle on 20th Street
Fixed Income

On My Mind: Miracle on 20th Street

Markets cheered a “dovish” December Federal Reserve meeting, seen as an early gift to investors. But has the battle against inflation been won? Franklin Templeton Fixed Income CIO Sonal Desai weighs in.

Quick Thoughts: Investment Ideas—The case for fixed income in 2024
Fixed Income

Quick Thoughts: Investment Ideas—The case for fixed income in 2024

Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.

Quick Thoughts: Megatrends Accelerate—Webinar on navigating rates and risks of bonds’ comeback year
Fixed Income

Quick Thoughts: Megatrends Accelerate—Webinar on navigating rates and risks of bonds’ comeback year

In the wake of recent banking shocks, the outlook for interest rates has shifted, as well as the landscape for fixed income investors. Stephen Dover, Head of Franklin Templeton Institute, offers highlights of a discussion with our investment teams on the opportunities and risks in the space.

On my mind: Staying on message
Fixed Income

On my mind: Staying on message

The Fed delivered another 75 bps rate hike and reiterated its Jackson Hole message: reducing inflation is now its one and only priority. But the Fed's forecasts still seem too optimistic, and this could feed extended uncertainty and volatility in markets. Our Fixed Income CIO Sonal Desai shares her thoughts.

On My Mind: Inflation: Don’t You (Forget About Me)
Fixed Income

On My Mind: Inflation: Don’t You (Forget About Me)

The US Federal Reserve finally acknowledged inflation is not a “transitory” problem and signaled a greater degree of concern; but investors seem to think that the Fed will blink when markets balk. With consumer inflation at multi-decade highs and COVID-19 risks still alive, what’s next for the monetary policy response—and market implications—as we move into 2022? Our Fixed Income CIO Sonal Desai shares her views.