Stephen Dover: Trump day 1âImplications for investors
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Yesterday, Donald Trump was inaugurated…
2025 focus themes: fiscal headaches, monetary prudence, productivity and volatility
by Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income As 2025 gets underway, I want to highlight…
Fixed Income Sector Views: Signs of progress, signals of caution
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income team…
On My Mind: 2025âLooking good, feeling good?
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Even with the uncertainty surrounding the new…
Alternative Allocations: A CIOâs perspective on allocating to alts
by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute In the latest Alternative Allocations podcast, the benefits…
Fixed Income Macro Views: The return of (trade) policy uncertainty
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
Value stocks and the duality of markets in 2025
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Value stocks were strong in late 2024, and…
Diversifying for income in todayâs markets
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Although the US economy remains resilient, labor…
Global ETF trends to watch in 2025
by Jason Xavier, Head of EMEA & Asia ETF Capital Markets, Franklin Templeton Jason Xavier, Head of EMEA…
Four reasons dividends matter now
by Matt Quinlan, Portfolio Manager, Franklin Equity Group With interest rates moving lower and meaningful economic and geopolitical…
A stimulative environment for midcaps
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton With a soft landing in sight,…
The rise of rentership: What this global real estate shift means for investors
by Daniel Scher, Portfolio Manager, Research Analyst, Franklin Equity Group & Blair Schmicker, CFA, Vice President, Research Analyst,…
On My Mind: For a few rate cuts more
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Recent data releases continue to point to…
Quick Thoughts: China actsâhow will markets react?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Chinaâs central bank and financial…
On My Mind: The first cut is the deepest
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Where does the Fed go next after…
