Quick Thoughts: Global Investor Forum 2022
by Stephen H. Dover, CFA, Franklin Templeton Investments This material is intended to be of general interest only…
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...
Notes from the Trading Desk – U.S. 10-yr Yields Tighten in a Normal 'Risk-Off' Way
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week global equity markets struggled for any…
Drilling down: oil production scenarios across countries
by Dina Ting, CFA, Franklin Templeton Investments The European Union’s plans for a phased ban on Russian oil…
Credit: This Time Is Different?
by Gene Podkaminer, CFA, Franklin Templeton Investments Key Points: Incredible volatility in credit markets: This year has seen…
Making Sense of the Recent Market Selloffs
by Wylie Tollette, Franklin Templeton Investments Listen to our latest “Talking Markets” podcast. Transcript Stephen Dover: So, at the…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week was volatile for global equity markets,…
The Great Wave of Yen Weakness
by Hsung Khoo, Franklin Templeton Investments Despite what we believe to be attractive investment opportunities across Japan, we…
Managing Challenges in US Equity and Fixed Income Markets Today
by Edward D. Perks, CFA, Franklin Templeton Investments Key Points: The US equity and fixed income markets are…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week saw some extreme moves in equity…
Peering Around the (Yield) Curve
by Gene Podkaminer, CFA, Franklin Templeton Investments The 10-year vs. two-year US Treasury yield curve momentarily inverted, and…
Europe Outlook: A French Economic Evolution
by Katrina S. Dudley, CFA, Franklin Templeton Investments A potential economic and political revolution in France and Europe…
"Inflation expectations threatening to become unmoored"
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Equity markets traded lower last week as hawkish…
Anatomy of a Recession: Why a US Recession is Unlikely Near Term
by Jeffrey Schulze, CFA, Franklin Templeton Investments Transcript Host: Jeff, let’s start, as we always do in these…
Technology Investing: Volatility, Valuations and Opportunity
by Jonathan Curtis, Franklin Templeton Investments Markets have been exceptionally volatile since mid-November, as investors have digested…
Should Investors “Buy the Dip” in a Time of Geopolitical Crisis?
by Gene Podkaminer, CFA, Franklin Templeton Investments Equity markets year-to-date have been marked by volatility. At first, markets…
