Beyond Bulls & Bears

Quick Thoughts: Demographics are not destiny
Perspectives

Quick Thoughts: Demographics are not destiny

More than just demographics, Head of Franklin Templeton Institute Stephen Dover and Investment Strategist Kim Catechis think education and government policy are of critical importance to economic growth.

Quick Thoughts: Inflation—the final mile
Perspectives

Quick Thoughts: Inflation—the final mile

In the context of fighting inflation, the “‘final mile”’ represents the successful and sustainable achievement of a central bank’s inflation target. Stephen Dover, Head of Franklin Templeton Institute, opines on the Fed’s ability to reach it.

Quick Thoughts: Investment Ideas—Building portfolios during economic uncertainty
Perspectives

Quick Thoughts: Investment Ideas—Building portfolios during economic uncertainty

When the economic environment is uncertain, investors may be equally uncertain whether their portfolios are positioned to meet any unknown challenges ahead. Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute, shares some takeaways from a panel discussion on the topic.

Quick Thoughts: Positioning for a timely opportunity in munis
Fixed Income

Quick Thoughts: Positioning for a timely opportunity in munis

As markets continue to respond to an uncertain macroeconomic environment, the current fundamentals in the municipal bond market are creating an investment opportunity to capture strong after-tax total returns according to Stephen Dover, Head of Franklin Templeton Institute.

Quick Thoughts: A Very Hot Housing Market Globally
Perspectives

Quick Thoughts: A Very Hot Housing Market Globally

Rising housing prices often reflect a country’s economic growth and health. This may be a type of “good inflation,” but wages and other metrics may not keep pace. Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, discusses how the pandemic may have globally fueled inflation in housing and the supply chains that build them.