Beyond Bulls & Bears

Where Are the Workers?
Multi-Asset

Where Are the Workers?

As the Federal Reserve debates its monetary tightening timeline, the labor market is an important factor to watch in the year ahead, according to our Franklin Templeton Investment Solutions team. Read their thoughts on the labor market’s implications for both monetary policy and risk assets.

Quick Thoughts: What Our Managers Think: Positioning Portfolios for 2022
Multi-Asset

Quick Thoughts: What Our Managers Think: Positioning Portfolios for 2022

Stephen Dover, Head of the Franklin Templeton Investment Institute, recently discussed growth, inflation, interest rates, and valuation during our monthly discussion, “What Our Managers Think,” with Ed Perks, Chief Investment Officer, Franklin Templeton Investment Solutions; Gene Podkaminer, Head of Research; and Josh Greco, Head of Institutional Portfolio Management. Below are some of their current views on positioning portfolios for 2022.

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?
Multi-Asset

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?

With respect to the evolving Evergrande situation in China, our Franklin Templeton Investment Solutions team addresses two main questions: could this be a “Lehman moment,” and what are the global implications of a Chinese property market slowdown?

On Post-Pandemic Growth and Inflation, Equity Prospects and Income-Seeking Strategies
Multi-Asset

On Post-Pandemic Growth and Inflation, Equity Prospects and Income-Seeking Strategies

Ed Perks, CIO of Franklin Templeton Investment Solutions, outlines what factors should likely support economic growth, how he views inflation, why US equities remain attractive, and where income-seeking investors should look for potential opportunities.

Quick Thoughts: Sourcing Income in Bonds, Real Estate, and Multi-Asset Solutions
Perspectives

Quick Thoughts: Sourcing Income in Bonds, Real Estate, and Multi-Asset Solutions

Sir John Templeton famously said that “this time is different” are the four most dangerous words for investors. However, today’s world appears to be truly different, and with that in mind, our Chief Market Strategist, Stephen Dover, brought together Mark Lindbloom, Portfolio Manager, Western Asset; Onay Payne, Portfolio Manager, Clarion Partners; and Ed Perks, CFA, Chief Investment Officer, Franklin Templeton Investment Solutions to discuss and share perspectives on the recovery, growth, and current opportunities for income.