Beyond Bulls & Bears

Quick Thoughts: Diving into Debt, MMT, and Their Deep Water Waves
Perspectives

Quick Thoughts: Diving into Debt, MMT, and Their Deep Water Waves

After the first global pandemic in a century, growing pressures on sovereign balance sheets from stimuli in 2020-2021 and policy responses to the coming waves of debt—trends previously in place—have only accelerated. Our Stephen Dover, Head of the Franklin Templeton Investment Institute, and Investment Strategist Kim Catechis, examine the debt wave that drives many of the economic policy discussions today.

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.