Beyond Bulls & Bears

On My Mind: Transitory tightening?
Fixed Income

On My Mind: Transitory tightening?

Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.

On my mind: Rollercoaster ride to reality
Fixed Income

On my mind: Rollercoaster ride to reality

We are witnessing a major shift in the fixed income investment environment. Franklin Templeton Fixed Income CIO Sonal Desai assesses the role of global and country-specific driving forces, and shares her views on the investment opportunities ahead.

Credit: This Time Is Different?
Fixed Income

Credit: This Time Is Different?

Credit market volatility this year has been extreme. The Franklin Templeton Investment Solutions team looks back at history to see what to expect from certain fixed income asset classes, noting that history may not repeat. They also examine the likelihood of recession and its possible severity.

PODCAST: Anatomy of Recession: Reasons Recovery Could Accelerate
Equity

PODCAST: Anatomy of Recession: Reasons Recovery Could Accelerate

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments, a Specialist Investment Manager of Franklin Templeton, discusses why ClearBridge’s exclusive Recession Risk Dashboard is flashing green—a strong signal for growth.

Quick Thoughts: This Time Is Different
Equity

Quick Thoughts: This Time Is Different

Our Stephen Dover gives his take on why Sir John Templeton might recognize today’s economic environment as another opportunity for active equity investors.

Volatility Is Not an Indicator of US Recession
Equity

Volatility Is Not an Indicator of US Recession

Signs of a global economic slowdown have impacted the US equity market this year and led to discussions about a possible recession in both the US ...