Beyond Bulls & Bears

On My Mind: They Blinded Us from Science
Fixed Income

On My Mind: They Blinded Us from Science

Our Fixed Income CIO Sonal Desai unveils the first insights from the new Franklin Templeton–Gallup research project on the behavioral response to the COVID-19 pandemic and implications for the recovery: we find a gross misperception of COVID-19 risk, driven by partisanship and misinformation, and a willingness to pay a significant “safety premium” that could affect future inflation.

On My Mind: Testing the Recovery: A New Franklin Templeton–Gallup Project
Fixed Income

On My Mind: Testing the Recovery: A New Franklin Templeton–Gallup Project

The unprecedented nature of the COVID-19 economic disruption has made traditional gauges of economic developments woefully inadequate, says our Fixed Income CIO Sonal Desai. She highlights the need to look deeper into new ways of examining the path toward recovery through people’s attitudes and actual behavioral response to this crisis measured via a new study Franklin Templeton is undertaking with Gallup.

On My Mind: If You Open It, They Will Come
Fixed Income

On My Mind: If You Open It, They Will Come

After the shock of COVID-19, when will the global economy return to a sense of normalcy? Franklin Templeton Fixed Income CIO Sonal Desai examines some key economic activity indicators in the wake of the pandemic. She shares data on recent changes in US consumer behavior which seem to signal people are eager to go back to normal life.

On My Mind: Now Let’s Get Those Jobs Back
Fixed Income

On My Mind: Now Let’s Get Those Jobs Back

COVID-19 has taken a toll on human lives as well as the global economy, with the latest US employment figures revealing a shocking number of job losses in April. Franklin Templeton Fixed Income CIO Sonal Desai weighs in on the situation, saying the next few weeks will likely prove crucial in shaping the course of the labor market for the remainder of this year.

On My Mind: Bringing the Economy Back from Life Support
Fixed Income

On My Mind: Bringing the Economy Back from Life Support

With recent data showing a coronavirus-driven recession in the United States appears inevitable, the question for many investors is how long it will last. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, weighs in on the differences between this one and other recessionary periods—and whether policymakers can engineer a recovery.

On My Mind: Trade Wars—The Dog That Didn’t Bark
Fixed Income

On My Mind: Trade Wars—The Dog That Didn’t Bark

The prospect of a “trade war” between the United States and China has caused some investor trepidation over the past year. But are the fears of economic fallout from this “war” warranted? And, was there ever really a war at all? Franklin Templeton Fixed Income CIO Sonal Desai weighs in.