Copilot, not autopilot: How generative AI augments, but doesnāt replace active management
by Max Gokhman, CFA, Head of MosaiQ Investment Strategy, Franklin Templeton Investment Solutions AI, with its data analysis…
Quick Thoughts: Investment IdeasāBuilding portfolios during economic uncertainty
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, & Tony Davidow, CIMAĀ®, Senior…
Quick Thoughts: Quiet shifts in corporate debt may explain this yearās big economic surprise
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton The resilience of…
On My Mind: The structural shift that wasnāt
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income Markets seem to be coming around to our…
Donāt miss the return opportunity in fixed income
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Given the current…
Three value equity themes for the end of 2023
by Christian Correa, Chief Investment Officer, Franklin Mutual Series Christian Correa, Chief Investment Officer of Franklin Mutual Series,…
Running of the bulls
by Tom Nelson, CFA, & Miles Sampson, CFA, Senior Research Analyst, Franklin Templeton Investment Solutions Equity markets have…
Cautiously optimistic on commodities
by Fred Fromm, Portfolio Manager, Franklin Equity Group While caution in some areas of the commodities space may…
Technology advancements driving opportunities in health care
by Nick Getaz, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group, Amritha Kasturirangan, Portfolio Manager, Research Analyst, Franklin…
Alternative Allocations: Opportunities in commercial real estate
by Tony Davidow, CIMAĀ®, Senior Alternatives Investment Strategist, Franklin Templeton Institute While the financial media has focused on…
International value investing makes a comeback
by Katrina S. Dudley, CFA, Investment Strategist, Portfolio Manager, Franklin Mutual Series Mandana Hormozi, Portfolio Manager, Research Analyst,…
Alternative Allocations: The growth and diversification of secondaries
by Tony Davidow, CIMAĀ®, Senior Alternatives Investment Strategist, Franklin Templeton Institute Secondary funds, commonly referred to as secondaries…
Alts Angle: Disruption creates opportunities
by Tony Davidow, CIMAĀ®, Senior Alternatives Investment Strategist, Franklin Templeton Institute The collapse of Silicon Valley Bank will…
On My Mind: Debt ceiling to marketsāIāll be back!
by Sonal Desai, Ph.D.., Chief Investment Officer, Franklin Templeton Fixed Income The debt ceiling crisis has been avertedābut…
Tumultuous times: Understanding the macroeconomic landscape
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income & Patrick Klein, Ph.D., Portfolio Manager, Franklin…
