Beyond Bulls & Bears

Tag: Quick Thoughts

Quick Thoughts: Investment Ideas—Is cash at a tipping point?
Fixed Income

Quick Thoughts: Investment Ideas—Is cash at a tipping point?

Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Michael Buchanan, Co-Chief Investment Officer, Western Asset Management, and Brendan Circle, Portfolio Manager, Franklin Income Investors. The group considered the current market environment as it pertains to cash in client portfolios. Has cash reached a tipping point?

Stephen H. Dover, CFA |
Quick Thoughts: Kicking the can down the road
Equity

Quick Thoughts: Kicking the can down the road

While interest rates were left unchanged at the January Fed meeting as expected, there were some interesting hints about future monetary policy. Stephen Dover, Head of Franklin Templeton Institute, opines.

Stephen H. Dover, CFA |
Quick Thoughts: Five surprises for 2024
Perspectives

Quick Thoughts: Five surprises for 2024

As we near the end of 2023, Head of Franklin Institute Stephen Dover reviews how his forecasts for the year panned out and shares the themes his team is watching out for in 2024.

Stephen H. Dover, CFA |
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.

Stephen H. Dover, CFA |
Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise
Fixed Income

Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise

The resilience of US growth, earnings and markets has been the big surprise of 2023. Stephen Dover, Head of Franklin Templeton Institute, opines on the factors at play—and whether they will last.

Stephen H. Dover, CFA |
Quick Thoughts: Artificial intelligence—A primer
Alternatives

Quick Thoughts: Artificial intelligence—A primer

Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.

Stephen H. Dover, CFA |
Quick Thoughts: Impacts of ceilings, tightening and liquidity
Fixed Income

Quick Thoughts: Impacts of ceilings, tightening and liquidity

Head of Franklin Templeton Institute Stephen Dover recently moderated a panel of our leading economists and asked this key question: What’s in store for investors in the second half? Here’s a quick take of their answers.

Quick Thoughts: The tapestry of debt and what we need to do to unravel it
Perspectives

Quick Thoughts: The tapestry of debt and what we need to do to unravel it

Thoughts on the current US debt challenge and the long-term implications for markets and the economy from Stephen Dover, Head of Franklin Templeton Institute.

Stephen H. Dover, CFA |
Quick Thoughts: What to do when stuff happens
Multi-Asset

Quick Thoughts: What to do when stuff happens

When markets turn volatile, it’s not time to despair. Stephen Dover, Head of Franklin Templeton Institute, offers some judicious perspective on how to turn volatility into opportunity.

Stephen H. Dover, CFA |
Quick Thoughts: The Fed—quantitative tightening or quantitative easing?
Perspectives

Quick Thoughts: The Fed—quantitative tightening or quantitative easing?

Can the Fed balance its objective of fighting inflation—and help save banks in turmoil? Stephen Dover, Head of Franklin Templeton Institute, opines.

Stephen H. Dover, CFA |
Quick Thoughts: Insights from the historic 2023 UN Water Conference
Perspectives

Quick Thoughts: Insights from the historic 2023 UN Water Conference

Understanding and integrating water issues into investment processes: Stephen Dover, Head of Franklin Templeton Institute offers Insights from the recent United Nations Water Conference.

Stephen H. Dover, CFA |
Quick Thoughts: Macro Perspectives—finding the path to normal
Perspectives

Quick Thoughts: Macro Perspectives—finding the path to normal

What’s next for the economies and markets following the recent banking sector turmoil? Head of Franklin Templeton Institute Stephen Dover shares his key takeaways from a panel discussion with the company’s economists.

Stephen H. Dover, CFA |