multi-asset investing Archives | Beyond Bulls and Bears

Beyond Bulls & Bears

Equity

The case for low volatility and high dividend equities in international markets

There are reasons to be cautious in many markets, but low volatility and high/sustainable dividend stocks can help mitigate risk while providing income and equity exposure. The Franklin Templeton Investment Solutions Team weighs in.

Vaneet Chadha, CFA | October 23, 2023

Multi-Asset

Where to add risk in multi-asset portfolios right now

While some stocks may seem expensive, there are areas of opportunity that feature attractive valuations and growth catalysts, according to the Franklin Templeton Investment Solutions team.

Tom Nelson, CFA | September 19, 2023

Multi-Asset

Running of the bulls

Equity markets have rallied since October, but the Franklin Templeton Investment Solutions team thinks markets have run ahead of both current and expected growth. Learn why—and what it may mean for investors.

Tom Nelson, CFA | July 24, 2023

Equity

The case for low-volatility, high-dividend equities

Given market uncertainty and the risk of a US recession, is now the time for defensive stocks? Making a case for low-volatility, high-dividend equities with Franklin Templeton Investment Solutions’ Vaneet Chadha and Michael LaBella.

Vaneet Chadha, CFA | April 12, 2023

Multi-Asset

Harnessing the power of duration

Yield is set to be a more important component of total return for investors during the next few years as the “Fed Put” exerts less influence on markets. Ed Perks, CIO of Franklin Income Investors, analyzes the move higher for rates and spreads and shares his expectations for yields and total returns across the capital structure during 2023.

Edward D. Perks, CFA | December 13, 2022

Multi-Asset

Sustainability matters: The US prioritizes climate change

Inflation Reduction Act (IRA), climate and multi-asset implications—Franklin Templeton Investment Solutions examines the IRA from an investment lens.

Gene Podkaminer, CFA | November 14, 2022

Multi-Asset

Peering Around the (Yield) Curve

The US Treasury yield curve momentarily inverted. Franklin Templeton Investment Solutions investigates what this implies for recession risk, growth momentum, and equity prices.

Gene Podkaminer, CFA | May 4, 2022

Multi-Asset

Fed Pivot Becomes Fed Prayer

The US Federal Reserve is turning increasingly hawkish—hiking rates fast enough to slow inflation while maintaining economic growth will be a monumental task. The Franklin Templeton Investment Solutions team opines on what to expect from the Fed and gauges whether it is already behind the curve.

Gene Podkaminer, CFA | March 30, 2022

Multi-Asset

Russia-Ukraine War Heightens Supply Chain and Inflation Woes

The Russian invasion of Ukraine has affected many parts of the global economy, in particular the global supply chain of key commodities. Franklin Templeton Investment Solutions explores the investment implications.

Gene Podkaminer, CFA | March 15, 2022

Equity

Asset Class Implications of the Russia-Ukraine Conflict

Russia has invaded Ukraine. Our Franklin Templeton Investment Solutions team reflects on the human tragedy that is occurring as they also parse the data to understand the resulting economic and market implications. If the conflict remains protracted, it may produce a “low growth, high inflation” environment, in which case nimble management and keen attention to policy responses will be required.

Gene Podkaminer, CFA | February 25, 2022

Multi-Asset

The Fed: Walking a Tightrope in 2022

The US Federal Reserve is walking a tightrope—if it acts too quickly it risks hampering growth and market volatility, but if it acts too slowly it risks spiraling price increases. Franklin Templeton Investment Solutions weighs in on the Fed’s dilemma. They provide their monetary policy expectations and offer insight into investments they currently favor in their portfolios—and ones they don’t.

Gene Podkaminer, CFA | January 28, 2022

Multi-Asset

The Supply-Chain Storm: Planes, Cranes, and Automobiles

Supply-chain issues are often cited in the current debate about inflation—and aren’t going away as quickly as consumers and businesses would like. Our Franklin Templeton Investment Solutions team explores how supply chains became stuck, whether they will loosen up in 2022, and the implications for multi-asset investors.

Gene Podkaminer, CFA | December 29, 2021

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