Beyond Bulls & Bears

Turbulence ahead
Perspectives

Turbulence ahead

The US Fed just made the biggest interest-rate increase since 1994. Should we be worried? Stephen Dover, Head of Franklin Templeton Institute, discusses the rising risk of a recession.

The future of food is technology
Perspectives

The future of food is technology

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty. Head of the Institute, Stephen Dover, looks at the future of food and the innovation and technology that will be needed to safely produce and distribute the food we need from the perspective of an investor.

Quick thoughts: Navigating uncertainty in a rapidly changing world
Perspectives

Quick thoughts: Navigating uncertainty in a rapidly changing world

Thoughts on recent market volatility and implications for investors from Head of Franklin Templeton Institute, Stephen Dover.

Quick thoughts: Global Investor Forum 2022
Perspectives

Quick thoughts: Global Investor Forum 2022

The Franklin Templeton Institute hosted the Global Investor Forum last week in New York featuring internal and external speakers with expertise across economics, history, foreign policy, sustainability and investment management. Here are my key takeaways:

PODCAST: Making Sense of the Recent Market Selloffs
Perspectives

PODCAST: Making Sense of the Recent Market Selloffs

Wylie Tollette, Head of Client Investment Solutions with Franklin Templeton Investment Solutions, joins the head of the Franklin Templeton Institute, Stephen Dover, for a conversation on the recent equity market selloff. They discuss why the pendulum has shifted so strongly negative, whether there is any bottom in sight, and where investors looking for diversification could go.

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy
Perspectives

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy

The war in Ukraine is shifting the conversation on what a post-COVID-19 world will look like. Franklin Templeton Investment Solutions Head of Research Gene Podkaminer, Brandywine Global’s Director of Global Macro Research Francis Scotland, and Templeton Global Macro’s Chief Investment Officer Dr. Michael Hasenstab join Head of Franklin Templeton Investment Institute Stephen Dover for a discussion on the current investment landscape.

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?
Fixed Income

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself? Will rising rates cause a recession? Stephen Dover, Head of Franklin Templeton Investment Institute, sat down with Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai and Western Asset Portfolio Manager and Research Analyst John Bellows to discuss the investment landscape considering today’s geopolitical and economic challenges.

Quick Thoughts: Energy Prices—Over the Barrel
Equity

Quick Thoughts: Energy Prices—Over the Barrel

Head of Franklin Templeton Investment Institute, Stephen Dover, hosted a special webinar to discuss rising oil prices and the fundamentals that would impact them in the future. Here are the key takeaways from his conversation with Frederick Fromm, Portfolio Manager and Energy Sector Research Analyst for Franklin Equity Group.

Quick Thoughts: Staying Ahead of Environmental, Social and Governance (ESG) Risks and Opportunities
Perspectives

Quick Thoughts: Staying Ahead of Environmental, Social and Governance (ESG) Risks and Opportunities

Head of the Franklin Templeton Investment Institute, Stephen Dover, recently hosted a sustainable investing roundtable.

Quick Thoughts: What Russia’s Power Play in Ukraine Means for Investors
Perspectives

Quick Thoughts: What Russia’s Power Play in Ukraine Means for Investors

We recently hosted a special edition of our “What Our Managers Think” panel discussion to address the current situation in Ukraine. Participants included Kim Catechis, Investment Strategist for the Franklin Templeton Investment Institute, Scott Glasser, Chief Investment Officer at ClearBridge Investments, Dr. Michael Hasenstab, Chief Investment Officer at Templeton Global Macro, and Dr. Andreas Billmeier, European Economist for Western Asset.

Quick Thoughts: Ukraine, Russia, and the Path Forward
Perspectives

Quick Thoughts: Ukraine, Russia, and the Path Forward

Kim Catechis, Investment Strategist for the Franklin Templeton Investment Institute, recently shared his thoughts around the situation in Ukraine and the implications for the global economy and capital markets. Here are some highlights of his views.

Quick Thoughts: On the US Markets and Volatility
Perspectives

Quick Thoughts: On the US Markets and Volatility

With rising inflation, interest rate hikes, declining global growth, and geopolitical tensions around the world, it is not surprising market volatility has been surging. What should investors expect going forward? This past week Stephen Dover discussed these topics and more with colleagues Scott Glasser, Chief Investment Officer of ClearBridge Investments, and Mark Lindbloom, Portfolio Manager for Western Asset.