Beyond Bulls & Bears

Tag: Stephen Dover

Quick Thoughts: Preparing for a pause
Perspectives

Quick Thoughts: Preparing for a pause

There is a disconnect between the Fed’s message regarding taking a pause in hiking interest rates this year and the market’s expectations of rate cuts. Stephen Dover, Head of Franklin Templeton Institute, shares the views of the company’s investment leaders regarding the likely path for interest rates as well as how investors can best position themselves in this uncertain environment.

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 |
Quick Thoughts: The crucial questions
Multi-Asset

Quick Thoughts: The crucial questions

To help understand the current market volatility arising from the collapse of banks in the United States and Europe, Head of Franklin Templeton Institute Stephen Dover provides his answers to three crucial questions.

Stephen H. Dover, CFA |
Quick Thoughts: How is the SVB and Credit Suisse crisis affecting the US and European banking industry?
Multi-Asset

Quick Thoughts: How is the SVB and Credit Suisse crisis affecting the US and European banking industry?

Following recent efforts by central banks and regulators to alleviate the banking crisis, Franklin Templeton Institute’s Stephen Dover and Lukasz Kalwak discuss their thoughts on the implications and outlook for the banking industries in the United States and Europe.

Stephen H. Dover, CFA |
Quick Thoughts: Megatrends Accelerate—Webinar on navigating rates and risks of bonds’ comeback year
Fixed Income

Quick Thoughts: Megatrends Accelerate—Webinar on navigating rates and risks of bonds’ comeback year

In the wake of recent banking shocks, the outlook for interest rates has shifted, as well as the landscape for fixed income investors. Stephen Dover, Head of Franklin Templeton Institute, offers highlights of a discussion with our investment teams on the opportunities and risks in the space.

Stephen H. Dover, CFA |
Quick Thoughts: Alternative investments outlook post-SVB
Alternatives

Quick Thoughts: Alternative investments outlook post-SVB

Silicon Valley Bank was a “vital cog” in the private market ecosystem, which leads to many questions—and opportunities—across the alternative investments landscape. Franklin Templeton Institute’s Stephen Dover offers his thoughts.

Stephen H. Dover, CFA |
Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?
Multi-Asset

Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?

Banking turmoil continues to rattle the global markets and investor confidence. Where are investment opportunities? Stephen Dover offers insights from our latest panel discussion with investment leaders across asset classes.

Stephen H. Dover, CFA |
Quick Thoughts: The vital role of microchips on the global economy
Perspectives

Quick Thoughts: The vital role of microchips on the global economy

Semiconductor chips have become vitally important, influencing nearly every major segment of the global economy. Stephen Dover, Head of Franklin Templeton Institute, discusses trends in the microchip industry and considerations for investors now that the United States is backed by legislation and investment to maintain its leadership position.

Stephen H. Dover, CFA |
Quick Thoughts: European banking sector—taking stock after Silicon Valley Bank and Credit Suisse
Equity

Quick Thoughts: European banking sector—taking stock after Silicon Valley Bank and Credit Suisse

Implications of SVB and Credit Suisse on the European banking sector—check out highlights from our recent panel discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.

Stephen H. Dover, CFA |
Quick Thoughts: Banks and the butterfly effect—the global ramifications
Perspectives

Quick Thoughts: Banks and the butterfly effect—the global ramifications

Financial market volatility has followed the collapse of Silicon Valley Bank. Stephen Dover, Head of Franklin Templeton Institute, shares his thoughts on possible implications outside the United States.

Stephen H. Dover, CFA |