Making sense of Treasury jitters
by Stephen Dover, CFA, Head of Franklin Templeton Institute, Larry Hatheway, Global Investment Strategist, Rick Polsinello, Senior Market Strategist Following…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Trade turmoil and the case for tactical country opportunities
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs If US President Trump’s “Liberation…
On My Mind: T-Day
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
Quick Thoughts: The end of the free trade era
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Why the new Trump tariffs…
A call to more arms: Sparking a European industrials revival
by Amit Dholakia, CFA, Senior Investment Analyst, Franklin Mutual Series Franklin Mutual Series sees increasing opportunities in European…
Quick Thoughts: Is it Europe’s moment to shine?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute European economies, long seen as…
On My Mind: The fog of trade war
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO…
Quick Thoughts: Why are equity markets sinking?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute US policy uncertainties have rattled…
Quick Thoughts: Risk vs. uncertainty
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Weaker US economic data is…
When the dust won’t settle
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
Deep spending on AI boosts the old, value economy
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Artificial intelligence has largely been a growth story,…
On My Mind: Markets getting wobbly?
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO…
Unearthing the appeal of responsibly sourced gold
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs As gold prices soar to…
European stock valuations are knocking—answer
by Mandana Hormozi, & Tim Rankin, Portfolio Managers, Research Analysts, Franklin Mutual Series Franklin Mutual Series sees value…
Income diversification for uncertain times
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors US economic resilience should continue to serve…
