Beyond Bulls & Bears

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.

Quick Thoughts: Real Estate Disruptions Accelerate Active Opportunities
Alternatives

Quick Thoughts: Real Estate Disruptions Accelerate Active Opportunities

Our Head of Equities, Stephen Dover, and Onay Payne, Managing Director at Clarion Partners, believe reshoring supply chains, evolving office space and housing needs, and changing consumption preferences mark COVID-19’s disruptions and acceleration of trends. Commercial real estate can offer diversification, durable income, and leases indexed to inflation, providing opportunities for investors.

US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate
Alternatives

US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate

The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real estate trends today and which areas look more promising than others.

Podcast: Work, Life and Investing: How the Pandemic Is Shaping the Future
Perspectives

Podcast: Work, Life and Investing: How the Pandemic Is Shaping the Future

As economies reopen from COVID-19 lockdowns, there have been fundamental shifts to daily life and work, as well as the investment landscape. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, Scott Glasser, Chief Investment Officer of ClearBridge Investments, and Dave Gilbert, Chief Investment Officer of Clarion Partners, discuss the changes they are seeing.

The Case for Listed Infrastructure: Strengthening the Foundation for the Global Economy
Alternatives

The Case for Listed Infrastructure: Strengthening the Foundation for the Global Economy

“Infrastructure impacts every aspect of a community, and to the extent these physical assets perform optimally, they enable essential components of a healthy economy, such as fiscal stimulus and job creation, while also contributing to a higher quality of life.” Franklin Real Asset Advisors

Real Estate Breaks New Ground
Equity

Real Estate Breaks New Ground

Many investors with an interest in the commercial real estate market have turned to liquid real estate, especially real estate investment trusts ...

Finding What’s Real in Real Estate

Finding What’s Real in Real Estate