Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy
by Stephen H. Dover, CFA, Franklin Templeton Investments The war in Ukraine is shifting the conversation on what…
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...
Firmly Hawkish
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week saw lacklustre performance for many equity…
K2 Hedge Fund Strategy Outlook: Second Quarter 2022
by Brooks Ritchey, Franklin Templeton Investments Second Quarter (Q2) 2022 Outlook: Summary Last year’s headlines (COVID-19 and China)…
...still at the mercy of Ukraine headlines
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities moved higher again last week, despite…
Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?
by Stephen H. Dover, CFA, Franklin Templeton Investments Are the reserve banks too slow in tackling inflation? Will…
Fed Pivot Becomes Fed Prayer
by Gene Podkaminer, CFA, Franklin Templeton Investments Since we published “The Fed: Walking a Tightrope in 2022” in…
Gold, Inflation and Geopolitical Tensions
by Steve Land, Franklin Templeton Investments Gold bullion—typically seen by many investors as a haven in times of…
Notes from the Trading Desk – The US Treasury market has had its worst month since the Trump election
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities were higher overall last week, with…
On My Mind: The Fed Takes the Red Pill
by Sonal Desai, Ph.D., CIO, Head of Franklin Templeton Fixed Income, Franklin Templeton Investments The Federal Reserve (Fed)…
Notes from the Trading Desk: The Selloff in US Treasuries Continued
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest More than anything else, hope led global equity…
As Rates Rise, Financials Can Shine
by Andrew Dinnhaupt, CFA, Franklin Templeton Investments It has been a bumpy 2022 so far for the financials…
Quick Thoughts: Energy Prices: Over the Barrel
by Stephen H. Dover, CFA, Franklin Templeton Investments Head of Franklin Templeton Investment Institute, Stephen Dover, hosted a…
On My Mind: The US Dollar and the Retreat from Globalisation
by Sonal Desai, Ph.D., Franklin Templeton Investments Russia’s invasion of Ukraine, with its tragic human toll, likely marks…
Russia-Ukraine War Heightens Supply Chain and Inflation Woes
by Gene Podkaminer, CFA, Franklin Templeton Investments The Russian invasion of Ukraine has shaken up the world across…
Staying Ahead of Environmental, Social and Governance (ESG) Risks and Opportunities
by Stephen H. Dover, CFA, Franklin Templeton Investments Head of the Franklin Templeton Investment Institute, Stephen Dover, recently…
