Beyond Bulls & Bears

PODCAST: Anatomy of a Recession: Plateauing but Strong Economic Activity
Equity

PODCAST: Anatomy of a Recession: Plateauing but Strong Economic Activity

While US gross domestic product and earnings growth remain strong, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments, about three potential economic and market risks for the second half of the year. Plus, if a near-term equity market pullback occurs, learn why it may be a buying opportunity.

PODCAST: Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but Don’t Ignore ‘em
Perspectives

PODCAST: Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but Don’t Ignore ‘em

Our Chief Market Strategist Stephen Dover explores blockchain and digital assets through an equity-investor lens with Anthony Hardy and Christophe Vande Walle. They discuss the growing implications and why investors and asset managers shouldn’t ignore this space.

PODCAST: Consumer Clout Driving ESG Efforts
Multi-Asset

PODCAST: Consumer Clout Driving ESG Efforts

Franklin Equity Group's Sara Araghi, Martin Currie's Zehrid Osmani and Western Asset's Bonnie Wongtrakool speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors.

Podcast: Anatomy of a Recession: Expecting an Economic Boom
Equity

Podcast: Anatomy of a Recession: Expecting an Economic Boom

Jeff Schulze, investment strategist at ClearBridge Investments, a specialist investment manager of Franklin Templeton, discusses why expectations for gross domestic product growth in the United States are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long term.

Asia at the Forefront: The World’s Uneven Emergence from COVID-19
Fixed Income

Asia at the Forefront: The World’s Uneven Emergence from COVID-19

There is significant variation in how countries have handled the pandemic, managed fiscal and monetary policy, and supported their economies, according to Templeton Global Macro. While the euro area and the US contend with deepening fiscal deficits and excessive monetary accommodation, areas of Asia are in stronger fiscal shape, with greater growth potential, robust trade dynamics and current account surpluses.

PODCAST: Comparing the Pace of Recovery in US and Emerging Markets
Equity

PODCAST: Comparing the Pace of Recovery in US and Emerging Markets

Franklin Equity Group's Grant Bowers and Templeton Emerging Markets Equity's Chetan Sehgal join our Alistair MacDonald for a conversation about the rate of economic recovery in the United States versus emerging market countries and the implications for equity investors.

PODCAST: Capturing Income in the Current Market Environment
Multi-Asset

PODCAST: Capturing Income in the Current Market Environment

Ed Perks, chief investment officer with Franklin Templeton Investment Solutions, talks about the current market conditions and how they could impact multi-asset investment strategies that aim to capture income.

PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis
Equity

PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis

Franklin Equity Group’s Matt Moberg explores equity investing in the wake of the coronavirus—with an eye on innovation. In our latest "Talking Markets" podcast, he shares his outlook for the tech and biotech sectors in light of recent market uncertainty.

PODCAST: A Look at the Changing Value of Financial Advisors and Growing Interest in Model Portfolios
Education

PODCAST: A Look at the Changing Value of Financial Advisors and Growing Interest in Model Portfolios

Mike O’Brien, Workplace Solutions Marketing Director, RA & Solutions Marketing, speaks with David Lyon, founder and CEO of Oranj, a wealth management platform for financial professionals, to talk about the changing value of financial advisors over the next decade. They discuss and how technology has helped the further adoption of model portfolios due to the rising demand of individualized service.