Midyear insights: Opportunities amid globalization’s discontents
As US exceptionalism faces growing scrutiny, investors have increasingly sought portfolio diversification with international exposure. This recalibration raises the critical question of which economies and regions may be best positioned to thrive under our new tariff landscape. Franklin Templeton ETFs’ Dina Ting offers some insights for the second half of the year.
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...
Infrastructure steady as equities swing
ClearBridge Investments: Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted basis, and could have room to run.
Global equities: The case for Europe
by Stephen Dover, CFA, Head of Franklin Templeton Institute A funny thing has happened thus far in 2025.…
On My Mind: Schrödinger’s economy
Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on the May FOMC meeting and press conference. Dr. Desai sees three layers of uncertainty that are keeping the US Federal Reserve extremely cautious and data-dependent: tariff uncertainty, economic uncertainty and broader policy uncertainty. Find out what this means for investors going forward.
And now comes the hard part
by Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Trump’s first 100 days…
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…
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…
